Trace Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Trace Wealth Advisors, LLC

  • $112 Billion
  • Q1 2025

A detailed history of Trace Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 100,674 shares of DFUV stock, worth $4.11 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares
100,674
Previous 98,992 1.7%
Holding current value
$4.11 Million
Previous $4.05 Billion 2.42%
% of portfolio
3.7%
Previous 3.63%

Shares

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

May 15, 2025
BUY
$39.96 - $43.3 $67,212 - $72,830
1,682 Added 1.7%
100,674 $4.15 Billion
Q4 2024

Feb 14, 2025
BUY
$40.38 - $44.35 $4 Million - $4.39 Million
98,992 New
98,992 $4.05 Billion

Others Institutions Holding DFUV

# of Institutions
728
Shares Held
273M
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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