Wetherby Asset Management Inc Dimensional ETF Tr Us Marketwi Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 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 $2.68 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
65,323
Previous 65,323 -0.0%
Holding current value
$2.68 Million
Previous $2.72 Million 1.84%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
729
Shares Held
274M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email