Wetherby Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wetherby Asset Management Inc holds 65,323 shares of DFUV stock, worth $2.81 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

65,323

Previous 67,002 2.51%

Holding current value

$2.81 Million

Previous $2.63 Million 3.5%

% of portfolio

0.13%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$38.51 - $41.69 $64,658 - $69,997	-1,679 Reduced 2.51%	65,323 $2.72 Million
Q2 2024 Aug 14, 2024	SELL	$38.53 - $40.76 $47,083 - $49,808	-1,222 Reduced 1.79%	67,002 $2.63 Million
Q3 2023 Nov 14, 2023	SELL	$33.83 - $36.19 $1,759 - $1,881	-52 Reduced 0.08%	68,224 $2.32 Million
Q1 2023 May 12, 2023	SELL	$31.9 - $35.83 $60,578 - $68,041	-1,899 Reduced 2.71%	68,276 $2.29 Million
Q3 2022 Nov 14, 2022	SELL	$29.6 - $34.78 $153,683 - $180,577	-5,192 Reduced 6.89%	70,175 $2.08 Million
Q2 2022 Aug 15, 2022	BUY	$30.92 - $35.31 $2.33 Million - $2.66 Million	75,367 New	75,367 $2.38 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

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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Wetherby Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History