Seven Bridge Financial Group, LLC Dimensional ETF Tr Us Marketwi Transaction History

Seven Bridge Financial Group, LLC

$496 Million
Q4 2024

A detailed history of Seven Bridge Financial Group, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 5,719 shares of DFUV stock, worth $243,800. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,719

Previous 5,694 0.44%

Holding current value

$243,800

Previous $237,000 1.27%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$40.38 - $44.35 $1,009 - $1,108	25 Added 0.44%	5,719 $234,000
Q3 2024 Nov 12, 2024	BUY	$38.51 - $41.69 $924 - $1,000	24 Added 0.42%	5,694 $237,000
Q2 2024 Aug 09, 2024	BUY	$38.53 - $40.76 $963 - $1,019	25 Added 0.44%	5,670 $222,000
Q1 2024 May 10, 2024	BUY	$36.22 - $40.9 $724 - $818	20 Added 0.36%	5,645 $230,000
Q4 2023 Jan 22, 2024	BUY	$31.85 - $37.39 $179,156 - $210,318	5,625 New	5,625 $209,000

Others Institutions Holding DFUV

# of Institutions

701

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seven Bridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Bridge Financial Group, LLC with notifications on news.

Account

Seven Bridge Financial Group, LLC Dimensional ETF Tr Us Marketwi Transaction History