Rtd Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 274,466 shares of DFUV stock, worth $11.8 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

274,466

Previous 284,699 3.59%

Holding current value

$11.8 Million

Previous $11.9 Million 5.38%

% of portfolio

1.44%

Previous 1.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$40.38 - $44.35 $413,208 - $453,833	-10,233 Reduced 3.59%	274,466 $11.2 Million
Q3 2024 Oct 30, 2024	SELL	$38.51 - $41.69 $78,175 - $84,630	-2,030 Reduced 0.71%	284,699 $11.9 Million
Q2 2024 Jul 22, 2024	SELL	$38.53 - $40.76 $104,146 - $110,174	-2,703 Reduced 0.93%	286,729 $11.3 Million
Q1 2024 Apr 19, 2024	SELL	$36.22 - $40.9 $231,373 - $261,269	-6,388 Reduced 2.16%	289,432 $11.8 Million
Q4 2023 Jan 17, 2024	SELL	$31.85 - $37.39 $41,118 - $48,270	-1,291 Reduced 0.43%	295,820 $11 Million
Q3 2023 Oct 19, 2023	SELL	$33.83 - $36.19 $222,195 - $237,695	-6,568 Reduced 2.16%	297,111 $10.1 Million
Q2 2023 Jul 13, 2023	SELL	$32.32 - $34.5 $35,745 - $38,157	-1,106 Reduced 0.36%	303,679 $10.5 Million
Q1 2023 Apr 18, 2023	SELL	$31.9 - $35.83 $96,657 - $108,564	-3,030 Reduced 0.98%	304,785 $10.2 Million
Q4 2022 Jan 24, 2023	SELL	$30.23 - $35.36 $69,015 - $80,726	-2,283 Reduced 0.74%	307,815 $0
Q3 2022 Oct 12, 2022	SELL	$29.6 - $34.78 $343,182 - $403,239	-11,594 Reduced 3.6%	310,098 $9.18 Million
Q2 2022 Jul 21, 2022	BUY	$30.92 - $35.31 $9.95 Million - $11.4 Million	321,692 New	321,692 $10.2 Million

Others Institutions Holding DFUV

# of Institutions

653

Shares Held

268M

Call Options Held

300

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Rtd Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History