Badgley Phelps Wealth Managers, LLC Dimensional ETF Tr Us Marketwi Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 11,204 shares of DFUV stock, worth $477,626. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,204
Previous 11,512 2.68%
Holding current value
$477,626
Previous $479,000 4.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
SELL
$40.38 - $44.35 $12,437 - $13,659
-308 Reduced 2.68%
11,204 $458,000
Q3 2024

Oct 17, 2024
SELL
$38.51 - $41.69 $10,667 - $11,548
-277 Reduced 2.35%
11,512 $479,000
Q1 2024

May 15, 2024
BUY
$36.22 - $40.9 $165,235 - $186,585
4,562 Added 63.12%
11,789 $482,000
Q4 2023

Feb 14, 2024
BUY
$31.85 - $37.39 $230,179 - $270,217
7,227 New
7,227 $268,000
Q3 2022

Nov 09, 2022
BUY
$29.6 - $34.78 $213,919 - $251,355
7,227 New
7,227 $214,000

Others Institutions Holding DFUV

# of Institutions
701
Shares Held
275M
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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