Valeo Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 28,951 shares of DFUV stock, worth $1.24 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
28,951
Previous 36,198 20.02%
Holding current value
$1.24 Million
Previous $1.51 Million 21.54%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$40.38 - $44.35 $292,633 - $321,404
-7,247 Reduced 20.02%
28,951 $1.18 Million
Q3 2024

Oct 10, 2024
BUY
$38.51 - $41.69 $46,635 - $50,486
1,211 Added 3.46%
36,198 $1.51 Million
Q1 2024

Apr 25, 2024
SELL
$36.22 - $40.9 $27,635 - $31,206
-763 Reduced 2.13%
34,987 $1.43 Million
Q1 2024

Apr 19, 2024
SELL
$36.22 - $40.9 $7,932 - $8,957
-219 Reduced 0.61%
35,750 $1.46 Million
Q4 2023

Jan 29, 2024
SELL
$31.85 - $37.39 $48,762 - $57,244
-1,531 Reduced 4.08%
35,969 $1.34 Million
Q3 2023

Oct 19, 2023
SELL
$33.83 - $36.19 $500,041 - $534,924
-14,781 Reduced 28.27%
37,500 $1.28 Million
Q2 2023

Jul 14, 2023
BUY
$32.32 - $34.5 $66,288 - $70,759
2,051 Added 4.08%
52,281 $1.8 Million
Q1 2023

Apr 17, 2023
SELL
$31.9 - $35.83 $65,426 - $73,487
-2,051 Reduced 3.92%
50,230 $1.68 Million
Q4 2022

Feb 09, 2023
SELL
$30.23 - $35.36 $80,925 - $94,658
-2,677 Reduced 4.87%
52,281 $1.75 Million
Q2 2022

Aug 03, 2022
BUY
$30.92 - $35.31 $1.7 Million - $1.94 Million
54,958 New
54,958 $1.74 Million

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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