Perigon Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,991 shares of DFUV stock, worth $675,194. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,991
Previous 13,607 10.17%
Holding current value
$675,194
Previous $575,000 16.35%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$41.91 - $44.87 $58,003 - $62,100
1,384 Added 10.17%
14,991 $669,000
Q2 2025

Jul 15, 2025
BUY
$36.25 - $42.28 $15,587 - $18,180
430 Added 3.26%
13,607 $575,000
Q1 2025

Apr 23, 2025
SELL
$39.96 - $43.3 $843,275 - $913,759
-21,103 Reduced 61.56%
13,177 $543,000
Q4 2024

Jan 22, 2025
BUY
$40.38 - $44.35 $3,634 - $3,991
90 Added 0.26%
34,280 $1.4 Million
Q3 2024

Oct 16, 2024
SELL
$38.51 - $41.69 $1,501 - $1,625
-39 Reduced 0.11%
34,190 $1.43 Million
Q2 2024

Aug 02, 2024
BUY
$38.53 - $40.76 $247,285 - $261,597
6,418 Added 23.08%
34,229 $1.34 Million
Q4 2023

Jan 29, 2024
BUY
$31.85 - $37.39 $141,254 - $165,824
4,435 Added 18.97%
27,811 $1.04 Million
Q3 2023

Oct 30, 2023
SELL
$33.83 - $36.19 $209,948 - $224,595
-6,206 Reduced 20.98%
23,376 $795,000
Q2 2023

Aug 02, 2023
BUY
$32.32 - $34.5 $956,090 - $1.02 Million
29,582 New
29,582 $1.02 Million

Others Institutions Holding DFUV

# of Institutions
767
Shares Held
246M
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
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