A detailed history of Pasadena Private Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 7,653 shares of DFUV stock, worth $298,313. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,653
Previous 7,653 -0.0%
Holding current value
$298,313
Previous $284,000 10.21%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023

BUY
$31.9 - $35.83 $1,116 - $1,254
35 Added 0.46%
7,653 $256,000
Q4 2022

Feb 02, 2023

BUY
$33.0 - $35.36 $1,023 - $1,096
31 Added 0.41%
7,618 $255,000
Q3 2022

Nov 18, 2022

BUY
$30.15 - $34.78 $1,175 - $1,356
39 Added 0.52%
7,587 $225,000
Q2 2022

Aug 08, 2022

BUY
$30.92 - $35.31 $233,384 - $266,519
7,548 New
7,548 $239,000

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Pasadena Private Wealth, LLC Portfolio

Follow Pasadena Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pasadena Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pasadena Private Wealth, LLC with notifications on news.