Summit Financial Strategies, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Summit Financial Strategies, Inc.

  • $679 Million
  • Q1 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 99,002 shares of DFUV stock, worth $3.86 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
99,002
Previous 99,325 0.33%
Holding current value
$3.86 Million
Previous $3.7 Million 9.55%
% of portfolio
0.6%
Previous 0.59%

Shares

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

May 09, 2024
SELL
$36.22 - $40.9 $11,699 - $13,210
-323 Reduced 0.33%
99,002 $4.05 Million
Q3 2022

Oct 21, 2022
SELL
$30.15 - $34.78 $154,759 - $178,525
-5,133 Reduced 4.91%
99,325 $2.94 Million
Q2 2022

Jul 25, 2022
BUY
$30.92 - $35.31 $3.23 Million - $3.69 Million
104,458 New
104,458 $3.3 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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