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

Websterrogers Financial Advisors, LLC

$281 Million
Q4 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 42,065 shares of DFUV stock, worth $1.82 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

42,065

Previous 42,054 0.03%

Holding current value

$1.82 Million

Previous $1.75 Million 1.83%

% of portfolio

0.61%

Previous 0.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$40.38 - $44.35 $444 - $487	11 Added 0.03%	42,065 $1.72 Million
Q3 2024 Oct 15, 2024	SELL	$38.51 - $41.69 $88,380 - $95,678	-2,295 Reduced 5.17%	42,054 $1.75 Million
Q2 2024 Jul 12, 2024	SELL	$38.53 - $40.76 $60,838 - $64,360	-1,579 Reduced 3.44%	44,349 $1.74 Million
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	$30.23 - $35.36 $12,605 - $14,745	-417 Reduced 0.67%	61,362 $2.05 Million
Q3 2022 Oct 26, 2022	BUY	$29.6 - $34.78 $1.83 Million - $2.15 Million	61,779 New	61,779 $1.83 Million

Others Institutions Holding DFUV

# of Institutions

700

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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