Peninsula Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History

Peninsula Wealth, LLC

$515 Million
Q2 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 48,099 shares of DFUV stock, worth $2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

48,099

Previous 55,618 13.52%

Holding current value

$2 Million

Previous $2.27 Million 16.97%

% of portfolio

0.37%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

617

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Peninsula Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History