Congress Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,854 shares of DFUV stock, worth $578,944. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,854
Previous 12,417 3.52%
Holding current value
$578,944
Previous $511,000 6.26%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$36.25 - $42.28 $15,841 - $18,476
437 Added 3.52%
12,854 $543,000
Q1 2025

May 14, 2025
BUY
$39.96 - $43.3 $496,183 - $537,656
12,417 New
12,417 $511,000

Others Institutions Holding DFUV

# of Institutions
767
Shares Held
246M
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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