Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Shanker Valleau Wealth Advisors, Inc.

$234 Million
Q2 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 294,205 shares of DFUV stock, worth $11.5 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares

294,205

Previous 292,430 0.61%

Holding current value

$11.5 Million

Previous $12 Million 3.4%

% of portfolio

4.95%

Previous 5.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$38.53 - $40.76 $68,390 - $72,349	1,775 Added 0.61%	294,205 $11.6 Million
Q1 2024 Apr 17, 2024	SELL	$36.22 - $40.9 $312,578 - $352,967	-8,630 Reduced 2.87%	292,430 $12 Million
Q4 2023 Jan 11, 2024	BUY	$31.85 - $37.39 $149,917 - $175,994	4,707 Added 1.59%	301,060 $11.2 Million
Q3 2023 Oct 12, 2023	BUY	$33.83 - $36.19 $88,499 - $94,673	2,616 Added 0.89%	296,353 $10.1 Million
Q2 2023 Jul 12, 2023	BUY	$32.32 - $34.5 $37,329 - $39,847	1,155 Added 0.39%	293,737 $10.1 Million

Q1 2023 Apr 17, 2023	BUY	$31.9 - $35.83 $442,197 - $496,675	13,862 Added 4.97%	292,582 $9.8 Million
Q4 2022 Jan 12, 2023	SELL	$33.0 - $35.36 $430,848 - $461,660	-13,056 Reduced 4.47%	278,720 $0
Q3 2022 Oct 05, 2022	SELL	$30.15 - $34.78 $255,762 - $295,038	-8,483 Reduced 2.83%	291,776 $8.64 Million
Q2 2022 Jul 08, 2022	BUY	$30.92 - $35.31 $9.28 Million - $10.6 Million	300,259 New	300,259 $9.49 Million

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

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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Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History