Investmark Advisory Group LLC Dimensional ETF Tr Us Marketwi Transaction History

Investmark Advisory Group LLC

$214 Million
Q3 2025

A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Investmark Advisory Group LLC holds 238,673 shares of DFUV stock, worth $10.7 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares

238,673

Previous 470,529 49.28%

Holding current value

$10.7 Million

Previous $19.9 Million 46.38%

% of portfolio

4.99%

Previous 9.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$41.91 - $44.87 $9.72 Million - $10.4 Million	-231,856 Reduced 49.28%	238,673 $10.7 Million
Q2 2025 Aug 14, 2025	SELL	$36.25 - $42.28 $1.3 Million - $1.51 Million	-35,787 Reduced 7.07%	470,529 $19.9 Million
Q1 2025 May 15, 2025	BUY	$39.96 - $43.3 $211,468 - $229,143	5,292 Added 1.06%	506,316 $20.9 Million
Q4 2024 Feb 18, 2025	BUY	$40.38 - $44.35 $455,122 - $499,868	11,271 Added 2.3%	501,024 $20.5 Million
Q3 2024 Nov 14, 2024	BUY	$38.51 - $41.69 $439,861 - $476,183	11,422 Added 2.39%	489,753 $20.4 Million

Q2 2024 Aug 14, 2024	BUY	$38.53 - $40.76 $447,911 - $473,835	11,625 Added 2.49%	478,331 $18.8 Million
Q1 2024 May 17, 2024	BUY	$36.22 - $40.9 $297,148 - $335,543	8,204 Added 1.79%	466,706 $19.1 Million
Q4 2023 Feb 14, 2024	BUY	$31.85 - $37.39 $340,126 - $399,287	10,679 Added 2.38%	458,502 $17.1 Million
Q2 2023 Aug 14, 2023	BUY	$32.32 - $34.5 $150,061 - $160,183	4,643 Added 1.05%	447,823 $15.4 Million
Q1 2023 May 15, 2023	BUY	$31.9 - $35.83 $90,596 - $101,757	2,840 Added 0.64%	443,180 $14.8 Million
Q4 2022 Jan 24, 2023	BUY	$30.23 - $35.36 $1.27 Million - $1.49 Million	42,168 Added 10.59%	440,340 $0
Q3 2022 Nov 14, 2022	BUY	$29.6 - $34.78 $1.24 Million - $1.46 Million	41,873 Added 11.75%	398,172 $11.8 Million
Q2 2022 Jul 15, 2022	BUY	$30.92 - $35.31 $11 Million - $12.6 Million	356,299 New	356,299 $11.3 Million

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

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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Investmark Advisory Group LLC Dimensional ETF Tr Us Marketwi Transaction History