Websterrogers Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Websterrogers Financial Advisors, LLC

$274 Million
Q1 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 45,928 shares of DFUV stock, worth $1.8 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

45,928

Previous 48,124 4.56%

Holding current value

$1.8 Million

Previous $1.79 Million 4.86%

% of portfolio

0.69%

Previous 0.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$36.22 - $40.9 $79,539 - $89,816	-2,196 Reduced 4.56%	45,928 $1.88 Million
Q4 2023 Feb 14, 2024	SELL	$31.85 - $37.39 $22,072 - $25,911	-693 Reduced 1.42%	48,124 $1.79 Million
Q3 2023 Nov 01, 2023	SELL	$33.83 - $36.19 $184,102 - $196,945	-5,442 Reduced 10.03%	48,817 $1.66 Million
Q2 2023 Jul 26, 2023	SELL	$32.32 - $34.5 $216,899 - $231,529	-6,711 Reduced 11.01%	54,259 $1.87 Million
Q1 2023 May 03, 2023	SELL	$31.9 - $35.83 $12,504 - $14,045	-392 Reduced 0.64%	60,970 $2.04 Million

Q4 2022 Feb 06, 2023	SELL	$33.0 - $35.36 $13,761 - $14,745	-417 Reduced 0.67%	61,362 $2.05 Million
Q3 2022 Oct 26, 2022	BUY	$30.15 - $34.78 $1.86 Million - $2.15 Million	61,779 New	61,779 $1.83 Million

Others Institutions Holding DFUV

# of Institutions

591

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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Websterrogers Financial Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History