Svb Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

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 20,364 shares of DFUV stock, worth $862,211. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,364

Previous 20,354 0.05%

Holding current value

$862,211

Previous $832,000 0.84%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$39.96 - $43.3 $399 - $433	10 Added 0.05%	20,364 $839,000
Q4 2024 Feb 05, 2025	BUY	$40.38 - $44.35 $821,894 - $902,699	20,354 New	20,354 $832,000
Q2 2024 Aug 06, 2024	BUY	$38.53 - $40.76 $539 - $570	14 Added 0.07%	21,011 $825,000
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	$30.23 - $35.36 $337,638 - $394,935	-11,169 Reduced 34.01%	21,668 $725,000
Q3 2022 Nov 09, 2022	SELL	$29.6 - $34.78 $50,764 - $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

736

Shares Held

277M

Call Options Held

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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