Zhang Financial LLC Dimensional ETF Tr Us Marketwi Transaction History

Zhang Financial LLC

  • $1.34 Billion
  • Q1 2024

A detailed history of Zhang Financial LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Zhang Financial LLC holds 76,907 shares of DFUV stock, worth $3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
76,907
Previous 68,503 12.27%
Holding current value
$3 Million
Previous $2.55 Million 23.38%
% of portfolio
0.23%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$36.22 - $40.9 $304,392 - $343,723
8,404 Added 12.27%
76,907 $3.15 Million
Q4 2023

Jan 31, 2024
SELL
$31.85 - $37.39 $3,949 - $4,636
-124 Reduced 0.18%
68,503 $2.55 Million
Q3 2023

Oct 11, 2023
SELL
$33.83 - $36.19 $398,314 - $426,101
-11,774 Reduced 14.64%
68,627 $2.33 Million
Q2 2023

Jul 18, 2023
SELL
$32.32 - $34.5 $93,566 - $99,877
-2,895 Reduced 3.48%
80,401 $2.77 Million
Q1 2023

May 10, 2023
BUY
$31.9 - $35.83 $260,750 - $292,874
8,174 Added 10.88%
83,296 $2.79 Million
Q4 2022

May 17, 2023
SELL
$33.0 - $35.36 $269,742 - $289,032
-8,174 Reduced 9.81%
75,122 $2.52 Million
Q4 2022

Jan 17, 2023
BUY
$33.0 - $35.36 $1.65 Million - $1.76 Million
49,911 Added 197.97%
75,122 $2.52 Million
Q3 2022

Oct 18, 2022
SELL
$30.15 - $34.78 $16,703 - $19,268
-554 Reduced 2.15%
25,211 $747,000
Q2 2022

Jul 14, 2022
BUY
$30.92 - $35.31 $796,653 - $909,762
25,765 New
25,765 $814,000

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
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
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