Wealthstream Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 157,147 shares of DFUV stock, worth $6.44 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

157,147

Previous 159,294 1.35%

Holding current value

$6.44 Million

Previous $6.52 Million 0.64%

% of portfolio

1.27%

Previous 1.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$39.96 - $43.3 $85,794 - $92,965	-2,147 Reduced 1.35%	157,147 $6.48 Million
Q4 2024 Feb 04, 2025	SELL	$40.38 - $44.35 $345,854 - $379,857	-8,565 Reduced 5.1%	159,294 $6.52 Million
Q3 2024 Nov 06, 2024	SELL	$38.51 - $41.69 $4,621 - $5,002	-120 Reduced 0.07%	167,859 $7 Million
Q2 2024 Jul 29, 2024	SELL	$38.53 - $40.76 $159,976 - $169,235	-4,152 Reduced 2.41%	167,979 $6.6 Million
Q1 2024 May 08, 2024	SELL	$36.22 - $40.9 $12,351 - $13,946	-341 Reduced 0.2%	172,131 $7.04 Million
Q4 2023 Feb 12, 2024	SELL	$31.85 - $37.39 $184,698 - $216,824	-5,799 Reduced 3.25%	172,472 $6.42 Million
Q3 2023 Nov 06, 2023	SELL	$33.83 - $36.19 $217,966 - $233,172	-6,443 Reduced 3.49%	178,271 $6.06 Million
Q2 2023 Aug 02, 2023	SELL	$32.32 - $34.5 $32,998 - $35,224	-1,021 Reduced 0.55%	184,714 $6.37 Million
Q1 2023 May 02, 2023	SELL	$31.9 - $35.83 $63,481 - $71,301	-1,990 Reduced 1.06%	185,735 $6.22 Million
Q4 2022 Feb 02, 2023	BUY	$30.23 - $35.36 $170,708 - $199,677	5,647 Added 3.1%	187,725 $6.29 Million
Q2 2022 Aug 05, 2022	BUY	$30.92 - $35.31 $5.63 Million - $6.43 Million	182,078 New	182,078 $5.75 Million

Others Institutions Holding DFUV

# of Institutions

729

Shares Held

274M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Wealthstream Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History