Poinciana Advisors Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025

A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 52,069 shares of DFUV stock, worth $2.11 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
52,069
Previous 54,557 4.56%
Holding current value
$2.11 Million
Previous $2.23 Billion 3.88%
% of portfolio
2.22%
Previous 2.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$39.96 - $43.3 $99,420 - $107,730
-2,488 Reduced 4.56%
52,069 $2.15 Billion
Q4 2024

Feb 10, 2025
BUY
$40.38 - $44.35 $2.2 Million - $2.42 Million
54,557 New
54,557 $2.23 Billion

Others Institutions Holding DFUV

# of Institutions
727
Shares Held
273M
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
Track This Portfolio

Track Poinciana Advisors Group, LLC Portfolio

Follow Poinciana Advisors Group, 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 Poinciana Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Poinciana Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email