Clear Perspectives Financial Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 15,754 shares of DFUV stock, worth $652,688. This represents 0.3% of its overall portfolio holdings.

Number of Shares
15,754
Previous 15,785 0.2%
Holding current value
$652,688
Previous $528,000 0.19%
% of portfolio
0.3%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$31.9 - $35.83 $988 - $1,110
-31 Reduced 0.2%
15,754 $527,000
Q3 2022

Nov 09, 2022
SELL
$29.6 - $34.78 $24,153 - $28,380
-816 Reduced 4.92%
15,785 $467,000
Q2 2022

Aug 11, 2022
BUY
$30.92 - $35.31 $513,302 - $586,181
16,601 New
16,601 $525,000

Others Institutions Holding DFUV

# of Institutions
640
Shares Held
267M
Call Options Held
300
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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