Valued Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 45,740 shares of DFUV stock, worth $1.94 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
45,740
Previous 46,623 1.89%
Holding current value
$1.94 Million
Previous $1.94 Billion 3.7%
% of portfolio
1.17%
Previous 1.26%

Shares

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

Jan 22, 2025
SELL
$40.38 - $44.35 $35,655 - $39,161
-883 Reduced 1.89%
45,740 $1.87 Billion
Q3 2024

Oct 28, 2024
BUY
$38.51 - $41.69 $7,740 - $8,379
201 Added 0.43%
46,623 $1.94 Billion
Q2 2024

Jul 16, 2024
BUY
$38.53 - $40.76 $122,833 - $129,942
3,188 Added 7.37%
46,422 $1.82 Billion
Q1 2024

Apr 30, 2024
SELL
$36.22 - $40.9 $61,392 - $69,325
-1,695 Reduced 3.77%
43,234 $1.77 Billion
Q4 2023

Jan 05, 2024
BUY
$31.85 - $37.39 $1.43 Million - $1.68 Million
44,929 New
44,929 $1.53 Billion

Others Institutions Holding DFUV

# of Institutions
700
Shares Held
275M
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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