Juncture Wealth Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 479,411 shares of DFUV stock, worth $20 Million. This represents 7.34% of its overall portfolio holdings.

Number of Shares

479,411

Previous 454,641 5.45%

Holding current value

$20 Million

Previous $19 Million 3.5%

% of portfolio

7.34%

Previous 7.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$40.38 - $44.35 $1 Million - $1.1 Million	24,770 Added 5.45%	479,411 $19.6 Million
Q3 2024 Oct 09, 2024	BUY	$38.51 - $41.69 $602,951 - $652,740	15,657 Added 3.57%	454,641 $19 Million
Q2 2024 Jul 11, 2024	BUY	$38.53 - $40.76 $1.05 Million - $1.11 Million	27,200 Added 6.61%	438,984 $17.2 Million
Q1 2024 Apr 05, 2024	BUY	$36.22 - $40.9 $4.1 Million - $4.63 Million	113,101 Added 37.87%	411,784 $16.8 Million
Q4 2023 Jan 08, 2024	BUY	$31.85 - $37.39 $666,875 - $782,871	20,938 Added 7.54%	298,683 $11.1 Million
Q3 2023 Oct 10, 2023	BUY	$33.83 - $36.19 $23,275 - $24,898	688 Added 0.25%	277,745 $9.45 Million
Q2 2023 Jul 11, 2023	SELL	$32.32 - $34.5 $975,352 - $1.04 Million	-30,178 Reduced 9.82%	277,057 $9.56 Million
Q1 2023 May 05, 2023	SELL	$31.9 - $35.83 $2.04 Million - $2.29 Million	-63,843 Reduced 17.2%	307,235 $10.3 Million
Q4 2022 Jan 18, 2023	SELL	$30.23 - $35.36 $1.54 Million - $1.8 Million	-50,859 Reduced 12.05%	371,078 $0
Q3 2022 Oct 11, 2022	BUY	$29.6 - $34.78 $3.36 Million - $3.95 Million	113,608 Added 36.85%	421,937 $12.5 Million
Q2 2022 Jul 14, 2022	BUY	$30.92 - $35.31 $9.53 Million - $10.9 Million	308,329 New	308,329 $9.74 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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Account

Juncture Wealth Strategies, LLC Dimensional ETF Tr Us Marketwi Transaction History