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

Shanker Valleau Wealth Advisors, Inc.

$294 Million
Q3 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 554,360 shares of DFUV stock, worth $24.4 Million. This represents 7.87% of its overall portfolio holdings.

Number of Shares

554,360

Previous 294,205 88.43%

Holding current value

$24.4 Million

Previous $11.6 Million 100.04%

% of portfolio

7.87%

Previous 4.95%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$38.51 - $41.69 $10 Million - $10.8 Million	260,155 Added 88.43%	554,360 $23.1 Million
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	$30.23 - $35.36 $394,682 - $461,660	-13,056 Reduced 4.47%	278,720 $0
Q3 2022 Oct 05, 2022	SELL	$29.6 - $34.78 $251,096 - $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

640

Shares Held

267M

Call Options Held

300

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