Wealth Architects, LLC Dimensional ETF Tr Us Marketwi Transaction History

Wealth Architects, LLC

$739 Million
Q1 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 727,532 shares of DFUV stock, worth $28.5 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

727,532

Previous 735,277 1.05%

Holding current value

$28.5 Million

Previous $27.4 Million 8.73%

% of portfolio

4.03%

Previous 3.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.0 - $35.36 $1.29 Million - $1.38 Million	-39,045 Reduced 4.66%	798,578 $26.7 Million
Q3 2022 Oct 24, 2022	BUY	$30.15 - $34.78 $808,442 - $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

592

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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Wealth Architects, LLC Dimensional ETF Tr Us Marketwi Transaction History