Measured Wealth Private Client Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 29,482 shares of DFUV stock, worth $1.28 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

29,482

Previous 30,288 2.66%

Holding current value

$1.28 Million

Previous $1.26 Million 4.44%

% of portfolio

0.39%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$40.38 - $44.35 $32,546 - $35,746	-806 Reduced 2.66%	29,482 $1.21 Million
Q3 2024 Oct 25, 2024	SELL	$38.51 - $41.69 $1,270 - $1,375	-33 Reduced 0.11%	30,288 $1.26 Million
Q2 2024 Aug 12, 2024	SELL	$38.53 - $40.76 $151,461 - $160,227	-3,931 Reduced 11.48%	30,321 $1.19 Million
Q1 2024 Apr 18, 2024	SELL	$36.22 - $40.9 $18,725 - $21,145	-517 Reduced 1.49%	34,252 $1.4 Million
Q4 2023 Feb 06, 2024	SELL	$31.85 - $37.39 $9,523 - $11,179	-299 Reduced 0.85%	34,769 $1.29 Million
Q3 2023 Oct 18, 2023	SELL	$33.83 - $36.19 $10,994 - $11,761	-325 Reduced 0.92%	35,068 $1.19 Million
Q1 2023 May 01, 2023	SELL	$31.9 - $35.83 $63,736 - $71,588	-1,998 Reduced 5.34%	35,393 $1.18 Million
Q4 2022 Jan 23, 2023	SELL	$30.23 - $35.36 $9,975 - $11,668	-330 Reduced 0.87%	37,391 $0
Q2 2022 Jul 25, 2022	BUY	$30.92 - $35.31 $1.17 Million - $1.33 Million	37,721 New	37,721 $1.19 Million

Others Institutions Holding DFUV

# of Institutions

699

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

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Measured Wealth Private Client Group, LLC Dimensional ETF Tr Us Marketwi Transaction History