Total Wealth Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History

Total Wealth Planning, LLC

  • $611 Million
  • Q1 2025

A detailed history of Total Wealth Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Total Wealth Planning, LLC holds 120,268 shares of DFUV stock, worth $5.19 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
120,268
Previous 123,946 2.97%
Holding current value
$5.19 Million
Previous $5.07 Million 3.04%
% of portfolio
0.8%
Previous 0.84%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$39.96 - $43.3 $146,972 - $159,257
-3,678 Reduced 2.97%
120,268 $4.92 Million
Q4 2024

Jan 15, 2025
SELL
$40.38 - $44.35 $173,634 - $190,705
-4,300 Reduced 3.35%
123,946 $5.07 Million
Q3 2024

Oct 10, 2024
SELL
$38.51 - $41.69 $129,393 - $140,078
-3,360 Reduced 2.55%
128,246 $5.35 Million
Q2 2024

Aug 02, 2024
SELL
$38.53 - $40.76 $774,915 - $819,765
-20,112 Reduced 13.26%
131,606 $5.17 Million
Q1 2024

Apr 18, 2024
SELL
$36.22 - $40.9 $641,890 - $724,829
-17,722 Reduced 10.46%
151,718 $6.21 Million
Q4 2023

Feb 05, 2024
SELL
$31.85 - $37.39 $1.41 Million - $1.66 Million
-44,369 Reduced 20.75%
169,440 $6.31 Million
Q3 2023

Nov 08, 2023
BUY
$33.83 - $36.19 $2.55 Million - $2.73 Million
75,433 Added 54.51%
213,809 $7.27 Million
Q2 2023

Jul 31, 2023
SELL
$32.32 - $34.5 $2,617 - $2,794
-81 Reduced 0.06%
138,376 $4.77 Million
Q1 2023

Apr 14, 2023
SELL
$31.9 - $35.83 $47,307 - $53,135
-1,483 Reduced 1.06%
138,457 $4.64 Million
Q4 2022

Feb 02, 2023
SELL
$30.23 - $35.36 $920,110 - $1.08 Million
-30,437 Reduced 17.86%
139,940 $4.69 Million
Q3 2022

Nov 14, 2022
BUY
$29.6 - $34.78 $5.04 Million - $5.93 Million
170,377 New
170,377 $5.05 Million

Others Institutions Holding DFUV

# of Institutions
730
Shares Held
274M
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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