Steward Financial Group LLC Dimensional ETF Tr Us Marketwi Transaction History

Steward Financial Group LLC

  • $315 Million
  • Q3 2023

A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Steward Financial Group LLC holds 573,774 shares of DFUV stock, worth $24.3 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
573,774
Previous 551,182 4.1%
Holding current value
$24.3 Million
Previous $19 Million 2.65%
% of portfolio
6.19%
Previous 6.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 20, 2023
BUY
$33.83 - $36.19 $764,287 - $817,604
22,592 Added 4.1%
573,774 $19.5 Million
Q2 2023

Aug 04, 2023
BUY
$32.32 - $34.5 $621,125 - $663,021
19,218 Added 3.61%
551,182 $19 Million
Q1 2023

May 05, 2023
BUY
$31.9 - $35.83 $1.11 Million - $1.25 Million
34,948 Added 7.03%
531,964 $17.8 Million
Q4 2022

Feb 13, 2023
SELL
$30.23 - $35.36 $42,835 - $50,105
-1,417 Reduced 0.28%
497,016 $16.6 Million
Q3 2022

Nov 07, 2022
BUY
$29.6 - $34.78 $33,862 - $39,788
1,144 Added 0.23%
498,433 $14.8 Million
Q2 2022

Jul 22, 2022
BUY
$30.92 - $35.31 $15.4 Million - $17.6 Million
497,289 New
497,289 $15.7 Million

Others Institutions Holding DFUV

# of Institutions
701
Shares Held
275M
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
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