United Capital Financial Advisers, LLC Dimensional ETF Tr Us Marketwi Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 98,169 shares of DFUV stock, worth $4.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
98,169
Previous 98,095 0.08%
Holding current value
$4.22 Million
Previous $3.85 Million 6.23%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$38.51 - $41.69 $2,849 - $3,085
74 Added 0.08%
98,169 $4.09 Million
Q2 2024

Aug 14, 2024
SELL
$38.53 - $40.76 $392,890 - $415,629
-10,197 Reduced 9.42%
98,095 $3.85 Million
Q1 2024

May 15, 2024
BUY
$36.22 - $40.9 $2,318 - $2,617
64 Added 0.06%
108,292 $4.43 Million
Q4 2023

Feb 14, 2024
SELL
$31.85 - $37.39 $4.9 Million - $5.76 Million
-153,971 Reduced 58.72%
108,228 $4.03 Million
Q3 2023

Nov 14, 2023
SELL
$33.83 - $36.19 $1,184 - $1,266
-35 Reduced 0.01%
262,199 $8.92 Million
Q2 2023

Aug 14, 2023
SELL
$32.32 - $34.5 $197,119 - $210,415
-6,099 Reduced 2.27%
262,234 $9.05 Million
Q1 2023

Aug 14, 2023
BUY
$31.9 - $35.83 $194,558 - $218,527
6,099 Added 2.33%
268,333 $8.98 Million
Q1 2023

May 15, 2023
SELL
$31.9 - $35.83 $255,710 - $287,213
-8,016 Reduced 2.9%
268,333 $8.98 Million
Q4 2022

Feb 14, 2023
SELL
$30.23 - $35.36 $108,797 - $127,260
-3,599 Reduced 1.29%
276,349 $9.25 Million
Q3 2022

Nov 14, 2022
SELL
$29.6 - $34.78 $12,254 - $14,398
-414 Reduced 0.15%
279,948 $8.29 Million
Q2 2022

Aug 11, 2022
BUY
$30.92 - $35.31 $8.67 Million - $9.9 Million
280,362 New
280,362 $8.86 Million

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
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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