Tobias Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 211,648 shares of DFUV stock, worth $9.21 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

211,648

Previous 215,325 1.71%

Holding current value

$9.21 Million

Previous $8.81 Million 1.01%

% of portfolio

1.75%

Previous 1.82%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$39.96 - $43.3 $146,932 - $159,214	-3,677 Reduced 1.71%	211,648 $8.72 Million
Q4 2024 Feb 13, 2025	SELL	$40.38 - $44.35 $97,275 - $106,839	-2,409 Reduced 1.11%	215,325 $8.81 Million
Q3 2024 Oct 30, 2024	SELL	$38.51 - $41.69 $21,835 - $23,638	-567 Reduced 0.26%	217,734 $9.08 Million
Q2 2024 Aug 13, 2024	SELL	$38.53 - $40.76 $128,150 - $135,567	-3,326 Reduced 1.5%	218,301 $8.57 Million
Q1 2024 May 02, 2024	SELL	$36.22 - $40.9 $76,062 - $85,890	-2,100 Reduced 0.94%	221,627 $9.06 Million
Q4 2023 Feb 14, 2024	SELL	$31.85 - $37.39 $431,535 - $506,597	-13,549 Reduced 5.71%	223,727 $8.33 Million
Q3 2023 Nov 03, 2023	SELL	$33.83 - $36.19 $5,920 - $6,333	-175 Reduced 0.07%	237,276 $8.07 Million
Q2 2023 Aug 03, 2023	SELL	$32.32 - $34.5 $34,550 - $36,880	-1,069 Reduced 0.45%	237,451 $8.19 Million
Q1 2023 Apr 24, 2023	SELL	$31.9 - $35.83 $1.46 Million - $1.64 Million	-45,654 Reduced 16.07%	238,520 $7.99 Million
Q4 2022 Feb 13, 2023	SELL	$30.23 - $35.36 $78,205 - $91,476	-2,587 Reduced 0.9%	284,174 $9.51 Million
Q3 2022 Nov 14, 2022	BUY	$29.6 - $34.78 $1.55 Million - $1.82 Million	52,243 Added 22.28%	286,761 $8.49 Million
Q2 2022 Aug 12, 2022	BUY	$30.92 - $35.31 $7.25 Million - $8.28 Million	234,518 New	234,518 $7.41 Million

Others Institutions Holding DFUV

# of Institutions

739

Shares Held

276M

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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Tobias Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History