Valued Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

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 51,592 shares of DFUV stock, worth $2.24 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

51,592

Previous 45,740 12.79%

Holding current value

$2.24 Million

Previous $1.87 Billion 13.59%

% of portfolio

1.28%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$39.96 - $43.3 $233,845 - $253,391	5,852 Added 12.79%	51,592 $2.13 Billion
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

737

Shares Held

276M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Valued Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History