Sovereign Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Sovereign Financial Group, Inc.

  • $536 Million
  • Q4 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 9,975 shares of DFUV stock, worth $449,274. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,975
Previous 9,295 7.32%
Holding current value
$449,274
Previous $415,000 8.19%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$43.57 - $45.71 $29,627 - $31,082
680 Added 7.32%
9,975 $449,000
Q3 2025

Oct 17, 2025
BUY
$41.91 - $44.87 $99,326 - $106,341
2,370 Added 34.22%
9,295 $415,000
Q2 2025

Jul 25, 2025
BUY
$36.25 - $42.28 $251,031 - $292,789
6,925 New
6,925 $292,000

Others Institutions Holding DFUV

# of Institutions
776
Shares Held
246M
Call Options Held
0
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
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email