A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, M Holdings Securities, Inc. holds 108,989 shares of DFUV stock, worth $4.5 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
108,989
Previous 1,181,783 90.78%
Holding current value
$4.5 Million
Previous $46.4 Million 90.21%
% of portfolio
1.14%
Previous 6.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$38.51 - $41.69 $41.3 Million - $44.7 Million
-1,072,794 Reduced 90.78%
108,989 $4.54 Million
Q2 2024

Aug 13, 2024

BUY
$38.53 - $40.76 $41.3 Million - $43.7 Million
1,070,903 Added 965.82%
1,181,783 $46.4 Million
Q1 2024

May 14, 2024

SELL
$36.22 - $40.9 $358,433 - $404,746
-9,896 Reduced 8.19%
110,880 $4.54 Million
Q4 2023

Feb 14, 2024

SELL
$31.85 - $37.39 $53,348 - $62,628
-1,675 Reduced 1.37%
120,776 $4.5 Million
Q3 2023

Feb 14, 2024

BUY
$33.83 - $36.19 $1.3 Million - $1.39 Million
38,501 Added 45.86%
122,451 $4.17 Million
Q2 2023

Sep 26, 2023

SELL
$32.32 - $34.5 $1.22 Million - $1.3 Million
-37,616 Reduced 30.94%
83,950 $2.9 Million
Q1 2023

May 15, 2023

SELL
$31.9 - $35.83 $230,987 - $259,445
-7,241 Reduced 5.62%
121,566 $4.07 Million
Q4 2022

Feb 10, 2023

SELL
$30.23 - $35.36 $9,613 - $11,244
-318 Reduced 0.25%
128,807 $4.31 Million
Q3 2022

Nov 16, 2022

BUY
$29.6 - $34.78 $34,809 - $40,901
1,176 Added 0.92%
129,125 $3.82 Million
Q2 2022

Aug 16, 2022

BUY
$30.92 - $35.31 $3.96 Million - $4.52 Million
127,949 New
127,949 $4.04 Million

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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