Perigon Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 2024

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 27,811 shares of DFUV stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,811
Previous 27,811 -0.0%
Holding current value
$1.08 Million
Previous $1.04 Million 9.86%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$31.85 - $37.39 $141,254 - $165,824
4,435 Added 18.97%
27,811 $1.04 Million
Q3 2023

Oct 30, 2023
SELL
$33.83 - $36.19 $209,948 - $224,595
-6,206 Reduced 20.98%
23,376 $795,000
Q2 2023

Aug 02, 2023
BUY
$32.32 - $34.5 $956,090 - $1.02 Million
29,582 New
29,582 $1.02 Million

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
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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