Investmark Advisory Group LLC Dimensional ETF Tr Us Marketwi Transaction History

Investmark Advisory Group LLC

$200 Million
Q4 2024

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 501,024 shares of DFUV stock, worth $20.5 Million. This represents 10.27% of its overall portfolio holdings.

Number of Shares

501,024

Previous 489,753 2.3%

Holding current value

$20.5 Million

Previous $20.4 Million 0.41%

% of portfolio

10.27%

Previous 10.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

708

Shares Held

275M

Call Options Held

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 Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Account

Investmark Advisory Group LLC Dimensional ETF Tr Us Marketwi Transaction History