Shanker Valleau Wealth Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $291 Million
  • Q4 2024

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 546,220 shares of DFUV stock, worth $23.5 Million. This represents 7.68% of its overall portfolio holdings.

Number of Shares
546,220
Previous 554,360 1.47%
Holding current value
$23.5 Million
Previous $23.1 Million 3.29%
% of portfolio
7.68%
Previous 7.87%

Shares

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

Jan 06, 2025
SELL
$40.38 - $44.35 $328,693 - $361,009
-8,140 Reduced 1.47%
546,220 $22.4 Million
Q3 2024

Oct 08, 2024
BUY
$38.51 - $41.69 $10 Million - $10.8 Million
260,155 Added 88.43%
554,360 $23.1 Million
Q2 2024

Jul 02, 2024
BUY
$38.53 - $40.76 $68,390 - $72,349
1,775 Added 0.61%
294,205 $11.6 Million
Q1 2024

Apr 17, 2024
SELL
$36.22 - $40.9 $312,578 - $352,967
-8,630 Reduced 2.87%
292,430 $12 Million
Q4 2023

Jan 11, 2024
BUY
$31.85 - $37.39 $149,917 - $175,994
4,707 Added 1.59%
301,060 $11.2 Million
Q3 2023

Oct 12, 2023
BUY
$33.83 - $36.19 $88,499 - $94,673
2,616 Added 0.89%
296,353 $10.1 Million
Q2 2023

Jul 12, 2023
BUY
$32.32 - $34.5 $37,329 - $39,847
1,155 Added 0.39%
293,737 $10.1 Million
Q1 2023

Apr 17, 2023
BUY
$31.9 - $35.83 $442,197 - $496,675
13,862 Added 4.97%
292,582 $9.8 Million
Q4 2022

Jan 12, 2023
SELL
$30.23 - $35.36 $394,682 - $461,660
-13,056 Reduced 4.47%
278,720 $0
Q3 2022

Oct 05, 2022
SELL
$29.6 - $34.78 $251,096 - $295,038
-8,483 Reduced 2.83%
291,776 $8.64 Million
Q2 2022

Jul 08, 2022
BUY
$30.92 - $35.31 $9.28 Million - $10.6 Million
300,259 New
300,259 $9.49 Million

Others Institutions Holding DFUV

# of Institutions
653
Shares Held
268M
Call Options Held
300
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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