Svb Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History

Svb Wealth LLC

  • $4.45 Billion
  • Q1 2024

A detailed history of Svb Wealth LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Svb Wealth LLC holds 20,997 shares of DFUV stock, worth $818,463. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,997
Previous 20,986 0.05%
Holding current value
$818,463
Previous $781,000 9.86%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2024
BUY
$36.22 - $40.9 $398 - $449
11 Added 0.05%
20,997 $858,000
Q4 2023

Jan 30, 2024
BUY
$31.85 - $37.39 $382 - $448
12 Added 0.06%
20,986 $781,000
Q3 2023

Oct 23, 2023
BUY
$33.83 - $36.19 $507 - $542
15 Added 0.07%
20,974 $713,000
Q2 2023

Jul 24, 2023
BUY
$32.32 - $34.5 $484 - $517
15 Added 0.07%
20,959 $723,000
Q1 2023

May 12, 2023
SELL
$31.9 - $35.83 $23,095 - $25,940
-724 Reduced 3.34%
20,944 $701,000
Q4 2022

Feb 10, 2023
SELL
$33.0 - $35.36 $368,577 - $394,935
-11,169 Reduced 34.01%
21,668 $725,000
Q3 2022

Nov 09, 2022
SELL
$30.15 - $34.78 $51,707 - $59,647
-1,715 Reduced 4.96%
32,837 $972,000
Q2 2022

Aug 16, 2022
BUY
$30.92 - $35.31 $1.07 Million - $1.22 Million
34,552 New
34,552 $1.09 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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