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 554,360 shares of DFUV stock, worth $22.9 Million. This represents 7.87% of its overall portfolio holdings.

Number of Shares
554,360
Previous 294,205 88.43%
Holding current value
$22.9 Million
Previous $11.6 Million 100.04%
% of portfolio
7.87%
Previous 4.95%

Shares

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

About DIMENSIONAL ETF TR US MARKETWI


  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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