Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History

Intelligent Financial Strategies

$176 Million
Q3 2024

A detailed history of Intelligent Financial Strategies transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Intelligent Financial Strategies holds 116,633 shares of DFUV stock, worth $4.83 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

116,633

Previous 119,481 2.38%

Holding current value

$4.83 Million

Previous $4.69 Million 3.62%

% of portfolio

2.77%

Previous 2.98%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$38.51 - $41.69 $109,676 - $118,733	-2,848 Reduced 2.38%	116,633 $4.86 Million
Q2 2024 Jul 25, 2024	SELL	$38.53 - $40.76 $48,008 - $50,786	-1,246 Reduced 1.03%	119,481 $4.69 Million
Q1 2024 Apr 26, 2024	SELL	$36.22 - $40.9 $102,104 - $115,297	-2,819 Reduced 2.28%	120,727 $4.94 Million
Q4 2023 Feb 08, 2024	SELL	$31.85 - $37.39 $41,118 - $48,270	-1,291 Reduced 1.03%	123,546 $4.6 Million
Q3 2023 Oct 30, 2023	SELL	$33.83 - $36.19 $23,647 - $25,296	-699 Reduced 0.56%	124,837 $4.25 Million
Q2 2023 Jul 20, 2023	SELL	$32.32 - $34.5 $107,851 - $115,126	-3,337 Reduced 2.59%	125,536 $4.33 Million
Q1 2023 May 01, 2023	SELL	$31.9 - $35.83 $195,929 - $220,067	-6,142 Reduced 4.55%	128,873 $4.31 Million
Q4 2022 Jan 24, 2023	SELL	$30.23 - $35.36 $25,514 - $29,843	-844 Reduced 0.62%	135,015 $0
Q3 2022 Nov 10, 2022	SELL	$29.6 - $34.78 $235,497 - $276,709	-7,956 Reduced 5.53%	135,859 $4.02 Million
Q2 2022 Aug 08, 2022	BUY	$30.92 - $35.31 $4.45 Million - $5.08 Million	143,815 New	143,815 $4.55 Million

Others Institutions Holding DFUV

# of Institutions

631

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Intelligent Financial Strategies Dimensional ETF Tr Us Marketwi Transaction History