Peninsula Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History

Peninsula Wealth, LLC

  • $581 Million
  • Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Peninsula Wealth, LLC holds 48,335 shares of DFUV stock, worth $2.15 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
48,335
Previous 48,218 0.24%
Holding current value
$2.15 Million
Previous $2.01 Million 1.64%
% of portfolio
0.34%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$40.38 - $44.35 $4,724 - $5,188
117 Added 0.24%
48,335 $1.98 Million
Q3 2024

Nov 14, 2024
BUY
$38.51 - $41.69 $4,582 - $4,961
119 Added 0.25%
48,218 $2.01 Million
Q2 2024

Aug 13, 2024
SELL
$38.53 - $40.76 $289,707 - $306,474
-7,519 Reduced 13.52%
48,099 $1.89 Million
Q1 2024

May 30, 2024
BUY
$36.22 - $40.9 $2.01 Million - $2.27 Million
55,618 New
55,618 $2.27 Million
Q4 2023

Feb 14, 2024
SELL
$31.85 - $37.39 $99,594 - $116,918
-3,127 Reduced 5.33%
55,492 $2.07 Million
Q3 2023

Nov 13, 2023
SELL
$33.83 - $36.19 $1.7 Million - $1.82 Million
-50,270 Reduced 46.17%
58,619 $1.99 Million
Q2 2023

Aug 14, 2023
BUY
$32.32 - $34.5 $57,788 - $61,686
1,788 Added 1.67%
108,889 $3.76 Million
Q1 2023

May 11, 2023
BUY
$31.9 - $35.83 $133,214 - $149,626
4,176 Added 4.06%
107,101 $3.59 Million
Q4 2022

Feb 10, 2023
BUY
$30.23 - $35.36 $1.01 Million - $1.18 Million
33,262 Added 47.75%
102,925 $3.45 Million
Q3 2022

Nov 14, 2022
BUY
$29.6 - $34.78 $2.06 Million - $2.42 Million
69,663 New
69,663 $2.06 Million

Others Institutions Holding DFUV

# of Institutions
747
Shares Held
278M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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