Kiely Wealth Advisory Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Kiely Wealth Advisory Group, Inc.

  • $155 Billion
  • Q4 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 11,150 shares of DFUV stock, worth $455,923. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,150
Previous 6,965 60.09%
Holding current value
$455,923
Previous $304 Million 56.6%
% of portfolio
0.31%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$40.38 - $44.35 $168,990 - $185,604
4,185 Added 60.09%
11,150 $476 Million
Q3 2024

Nov 14, 2024
BUY
$38.51 - $41.69 $268,222 - $290,370
6,965 New
6,965 $304 Million

Others Institutions Holding DFUV

# of Institutions
709
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Kiely Wealth Advisory Group, Inc. Portfolio

Follow Kiely Wealth Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiely Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kiely Wealth Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email