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

Soundmark Wealth Management, LLC

  • $225 Million
  • Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 264,524 shares of DFUV stock, worth $10.3 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
264,524
Previous 273,142 3.16%
Holding current value
$10.3 Million
Previous $10.2 Million 6.42%
% of portfolio
4.8%
Previous 5.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$36.22 - $40.9 $312,143 - $352,476
-8,618 Reduced 3.16%
264,524 $10.8 Million
Q4 2023

Jan 09, 2024
SELL
$31.85 - $37.39 $147,656 - $173,340
-4,636 Reduced 1.67%
273,142 $10.2 Million
Q3 2023

Oct 10, 2023
SELL
$33.83 - $36.19 $10,385 - $11,110
-307 Reduced 0.11%
277,778 $9.45 Million
Q2 2023

Jul 13, 2023
SELL
$32.32 - $34.5 $17,872 - $19,078
-553 Reduced 0.2%
278,085 $9.59 Million
Q1 2023

Apr 10, 2023
SELL
$31.9 - $35.83 $338,395 - $380,084
-10,608 Reduced 3.67%
278,638 $9.33 Million
Q4 2022

Jan 12, 2023
SELL
$33.0 - $35.36 $73,854 - $79,135
-2,238 Reduced 0.77%
289,246 $0
Q3 2022

Oct 12, 2022
BUY
$30.15 - $34.78 $374,312 - $431,793
12,415 Added 4.45%
291,484 $8.63 Million
Q2 2022

Jul 11, 2022
BUY
$30.92 - $35.31 $8.63 Million - $9.85 Million
279,069 New
279,069 $8.82 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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