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

Wealthstream Advisors, Inc.

$255 Million
Q1 2024

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 172,131 shares of DFUV stock, worth $6.71 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

172,131

Previous 172,472 0.2%

Holding current value

$6.71 Million

Previous $6.42 Million 9.67%

% of portfolio

2.76%

Previous 2.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.0 - $35.36 $186,351 - $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

593

Shares Held

242M

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