A detailed history of Williams & Novak, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Williams & Novak, LLC holds 15,062 shares of DFUV stock, worth $643,749. This represents 0.59% of its overall portfolio holdings.

Number of Shares
15,062
Previous 16,280 7.48%
Holding current value
$643,749
Previous $679 Million 9.19%
% of portfolio
0.59%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$40.38 - $44.35 $49,182 - $54,018
-1,218 Reduced 7.48%
15,062 $616 Million
Q3 2024

Oct 07, 2024

BUY
$38.51 - $41.69 $626,942 - $678,713
16,280 New
16,280 $679 Million

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, LLC 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.