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

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

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 13,177 shares of DFUV stock, worth $569,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,177

Previous 34,280 61.56%

Holding current value

$569,114

Previous $1.4 Million 61.27%

% of portfolio

0.01%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$39.96 - $43.3 $843,275 - $913,759	-21,103 Reduced 61.56%	13,177 $543,000
Q4 2024 Jan 22, 2025	BUY	$40.38 - $44.35 $3,634 - $3,991	90 Added 0.26%	34,280 $1.4 Million
Q3 2024 Oct 16, 2024	SELL	$38.51 - $41.69 $1,501 - $1,625	-39 Reduced 0.11%	34,190 $1.43 Million
Q2 2024 Aug 02, 2024	BUY	$38.53 - $40.76 $247,285 - $261,597	6,418 Added 23.08%	34,229 $1.34 Million
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

730

Shares Held

274M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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