Forvis Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,648 shares of DFUV stock, worth $274,695. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,648

Previous 6,647 0.02%

Holding current value

$274,695

Previous $261,000 6.13%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$38.51 - $41.69 $38 - $41	1 Added 0.02%	6,648 $277,000
Q2 2024 Aug 09, 2024	SELL	$38.53 - $40.76 $2,119 - $2,241	-55 Reduced 0.82%	6,647 $261,000
Q1 2024 Apr 19, 2024	SELL	$36.22 - $40.9 $3,585 - $4,049	-99 Reduced 1.46%	6,702 $274,000
Q4 2023 Jan 11, 2024	SELL	$31.85 - $37.39 $16,880 - $19,816	-530 Reduced 7.23%	6,801 $253,000
Q3 2023 Oct 25, 2023	SELL	$33.83 - $36.19 $14,107 - $15,091	-417 Reduced 5.38%	7,331 $249,000
Q1 2023 Apr 26, 2023	SELL	$31.9 - $35.83 $11,484 - $12,898	-360 Reduced 4.44%	7,748 $259,000
Q4 2022 Feb 02, 2023	SELL	$30.23 - $35.36 $30,199 - $35,324	-999 Reduced 10.97%	8,108 $271,000
Q3 2022 Oct 13, 2022	BUY	$29.6 - $34.78 $269,567 - $316,741	9,107 New	9,107 $269,000

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History