Mission Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Mission Wealth Management, LP holds 566,094 shares of DFUV stock, worth $23.1 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
566,094
Previous 49,922 1033.96%
Holding current value
$23.1 Million
Previous $2.08 Million 1013.12%
% of portfolio
0.55%
Previous 0.05%

Shares

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

Feb 06, 2025
BUY
$40.38 - $44.35 $20.8 Million - $22.9 Million
516,172 Added 1033.96%
566,094 $23.2 Million
Q3 2024

Oct 31, 2024
SELL
$38.51 - $41.69 $29,383 - $31,809
-763 Reduced 1.51%
49,922 $2.08 Million
Q2 2024

Aug 02, 2024
SELL
$38.53 - $40.76 $94,282 - $99,739
-2,447 Reduced 4.61%
50,685 $1.99 Million
Q1 2024

Apr 30, 2024
SELL
$36.22 - $40.9 $10,902 - $12,310
-301 Reduced 0.56%
53,132 $2.17 Million
Q4 2023

Feb 05, 2024
BUY
$31.85 - $37.39 $844,120 - $990,947
26,503 Added 98.41%
53,433 $1.99 Million
Q2 2023

Aug 04, 2023
SELL
$32.32 - $34.5 $34,291 - $36,604
-1,061 Reduced 3.79%
26,930 $929,000
Q1 2023

Apr 07, 2023
SELL
$31.9 - $35.83 $5,550 - $6,234
-174 Reduced 0.62%
27,991 $937,000
Q4 2022

Feb 02, 2023
SELL
$30.23 - $35.36 $61,638 - $72,099
-2,039 Reduced 6.75%
28,165 $942,000
Q3 2022

Oct 12, 2022
SELL
$29.6 - $34.78 $8,317 - $9,773
-281 Reduced 0.92%
30,204 $894,000
Q2 2022

Jul 27, 2022
BUY
$30.92 - $35.31 $942,596 - $1.08 Million
30,485 New
30,485 $963,000

Others Institutions Holding DFUV

# of Institutions
708
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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email