Wealth Architects, LLC Dimensional ETF Tr Us Marketwi Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealth Architects, LLC holds 701,948 shares of DFUV stock, worth $28.9 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
701,948
Previous 712,752 1.52%
Holding current value
$28.9 Million
Previous $28 Million 4.56%
% of portfolio
3.45%
Previous 3.53%

Shares

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

Oct 31, 2024
SELL
$38.51 - $41.69 $416,062 - $450,418
-10,804 Reduced 1.52%
701,948 $29.3 Million
Q2 2024

Aug 08, 2024
SELL
$38.53 - $40.76 $569,473 - $602,432
-14,780 Reduced 2.03%
712,752 $28 Million
Q1 2024

May 13, 2024
SELL
$36.22 - $40.9 $280,523 - $316,770
-7,745 Reduced 1.05%
727,532 $29.8 Million
Q4 2023

Feb 14, 2024
SELL
$31.85 - $37.39 $99,499 - $116,806
-3,124 Reduced 0.42%
735,277 $27.4 Million
Q3 2023

Nov 09, 2023
SELL
$33.83 - $36.19 $404,471 - $432,687
-11,956 Reduced 1.59%
738,401 $25.1 Million
Q2 2023

Aug 02, 2023
SELL
$32.32 - $34.5 $949,238 - $1.01 Million
-29,370 Reduced 3.77%
750,357 $25.9 Million
Q1 2023

Apr 21, 2023
SELL
$31.9 - $35.83 $601,346 - $675,431
-18,851 Reduced 2.36%
779,727 $26.1 Million
Q4 2022

Feb 09, 2023
SELL
$30.23 - $35.36 $1.18 Million - $1.38 Million
-39,045 Reduced 4.66%
798,578 $26.7 Million
Q3 2022

Oct 24, 2022
BUY
$29.6 - $34.78 $793,694 - $932,590
26,814 Added 3.31%
837,623 $24.8 Million
Q2 2022

Jul 29, 2022
BUY
$30.92 - $35.31 $25.1 Million - $28.6 Million
810,809 New
810,809 $25.6 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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email