Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Us Marketwi Transaction History

Allegiance Financial Group Advisory Services LLC

$435 Billion
Q3 2025

A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 22,140 shares of DFUV stock, worth $997,185. This represents 0.23% of its overall portfolio holdings.

Number of Shares

22,140

Previous 22,114 0.12%

Holding current value

$997,185

Previous $935 Million 5.83%

% of portfolio

0.23%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$41.91 - $44.87 $1,089 - $1,166	26 Added 0.12%	22,140 $989 Million
Q2 2025 Jul 23, 2025	SELL	$36.25 - $42.28 $33,422 - $38,982	-922 Reduced 4.0%	22,114 $935 Million
Q1 2025 May 05, 2025	BUY	$39.96 - $43.3 $1,118 - $1,212	28 Added 0.12%	23,036 $949 Million
Q4 2024 Feb 04, 2025	SELL	$40.38 - $44.35 $8,600 - $9,446	-213 Reduced 0.92%	23,008 $942 Million
Q3 2024 Nov 13, 2024	BUY	$38.51 - $41.69 $42,399 - $45,900	1,101 Added 4.98%	23,221 $968 Million

Q2 2024 Jul 24, 2024	BUY	$38.53 - $40.76 $1,040 - $1,100	27 Added 0.12%	22,120 $869 Million
Q1 2024 Apr 30, 2024	BUY	$36.22 - $40.9 $253 - $286	7 Added 0.03%	22,093 $904 Million
Q4 2023 Jan 22, 2024	SELL	$31.85 - $37.39 $6,401 - $7,515	-201 Reduced 0.9%	22,086 $822 Million
Q3 2023 Oct 31, 2023	BUY	$33.83 - $36.19 $101 - $108	3 Added 0.01%	22,287 $758 Million
Q2 2023 Jul 26, 2023	SELL	$32.32 - $34.5 $362,339 - $386,779	-11,211 Reduced 33.47%	22,284 $769 Million
Q1 2023 Apr 25, 2023	BUY	$31.9 - $35.83 $893 - $1,003	28 Added 0.08%	33,495 $1.12 Billion
Q4 2022 Feb 01, 2023	BUY	$30.23 - $35.36 $1.01 Million - $1.18 Million	33,467 New	33,467 $1.12 Billion

Others Institutions Holding DFUV

# of Institutions

768

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Us Marketwi Transaction History