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

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	SELL	$36.22 - $40.9 $312,143 - $352,476	-8,618 Reduced 3.16%	264,524 $10.8 Million
Q4 2023 Jan 09, 2024	SELL	$31.85 - $37.39 $147,656 - $173,340	-4,636 Reduced 1.67%	273,142 $10.2 Million
Q3 2023 Oct 10, 2023	SELL	$33.83 - $36.19 $10,385 - $11,110	-307 Reduced 0.11%	277,778 $9.45 Million
Q2 2023 Jul 13, 2023	SELL	$32.32 - $34.5 $17,872 - $19,078	-553 Reduced 0.2%	278,085 $9.59 Million
Q1 2023 Apr 10, 2023	SELL	$31.9 - $35.83 $338,395 - $380,084	-10,608 Reduced 3.67%	278,638 $9.33 Million
Q4 2022 Jan 12, 2023	SELL	$30.23 - $35.36 $67,654 - $79,135	-2,238 Reduced 0.77%	289,246 $0
Q3 2022 Oct 12, 2022	BUY	$29.6 - $34.78 $367,484 - $431,793	12,415 Added 4.45%	291,484 $8.63 Million
Q2 2022 Jul 11, 2022	BUY	$30.92 - $35.31 $8.63 Million - $9.85 Million	279,069 New	279,069 $8.82 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

0

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 Soundmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soundmark Wealth Management, LLC with notifications on news.