Steward Partners Investment Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 25,682 shares of DFUV stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,682

Previous 25,482 0.78%

Holding current value

$1.06 Million

Previous $1.06 Million 1.13%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$40.38 - $44.35 $8,076 - $8,870	200 Added 0.78%	25,682 $1.05 Million
Q3 2024 Nov 14, 2024	SELL	$38.51 - $41.69 $117,262 - $126,946	-3,045 Reduced 10.67%	25,482 $1.06 Million
Q2 2024 Aug 08, 2024	SELL	$38.53 - $40.76 $7,706 - $8,152	-200 Reduced 0.7%	28,527 $1.12 Million
Q1 2024 May 15, 2024	BUY	$36.22 - $40.9 $34,553 - $39,018	954 Added 3.43%	28,727 $1.17 Million
Q4 2023 Feb 12, 2024	BUY	$31.85 - $37.39 $463,130 - $543,687	14,541 Added 109.89%	27,773 $1.03 Million
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $339,484 - $363,166	10,035 Added 313.89%	13,232 $450,000
Q2 2023 Aug 14, 2023	BUY	$32.32 - $34.5 $16,160 - $17,250	500 Added 18.54%	3,197 $110,000
Q1 2023 May 15, 2023	SELL	$31.9 - $35.83 $20,862 - $23,432	-654 Reduced 19.52%	2,697 $90,000
Q3 2022 Nov 10, 2022	SELL	$29.6 - $34.78 $24,479 - $28,763	-827 Reduced 19.79%	3,351 $99,000
Q2 2022 Aug 04, 2022	BUY	$30.92 - $35.31 $129,183 - $147,525	4,178 New	4,178 $132,000

Others Institutions Holding DFUV

# of Institutions

704

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Steward Partners Investment Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History