United Capital Financial Advisers, LLC Dimensional ETF Tr Us Marketwi Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 111,185 shares of DFUV stock, worth $4.68 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

111,185

Previous 98,169 13.26%

Holding current value

$4.68 Million

Previous $4.09 Million 11.17%

% of portfolio

0.04%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$40.38 - $44.35 $525,586 - $577,259	13,016 Added 13.26%	111,185 $4.55 Million
Q3 2024 Nov 12, 2024	BUY	$38.51 - $41.69 $2,849 - $3,085	74 Added 0.08%	98,169 $4.09 Million
Q2 2024 Aug 14, 2024	SELL	$38.53 - $40.76 $392,890 - $415,629	-10,197 Reduced 9.42%	98,095 $3.85 Million
Q1 2024 May 15, 2024	BUY	$36.22 - $40.9 $2,318 - $2,617	64 Added 0.06%	108,292 $4.43 Million
Q4 2023 Feb 14, 2024	SELL	$31.85 - $37.39 $4.9 Million - $5.76 Million	-153,971 Reduced 58.72%	108,228 $4.03 Million
Q3 2023 Nov 14, 2023	SELL	$33.83 - $36.19 $1,184 - $1,266	-35 Reduced 0.01%	262,199 $8.92 Million
Q2 2023 Aug 14, 2023	SELL	$32.32 - $34.5 $197,119 - $210,415	-6,099 Reduced 2.27%	262,234 $9.05 Million
Q1 2023 Aug 14, 2023	BUY	$31.9 - $35.83 $194,558 - $218,527	6,099 Added 2.33%	268,333 $8.98 Million
Q1 2023 May 15, 2023	SELL	$31.9 - $35.83 $255,710 - $287,213	-8,016 Reduced 2.9%	268,333 $8.98 Million
Q4 2022 Feb 14, 2023	SELL	$30.23 - $35.36 $108,797 - $127,260	-3,599 Reduced 1.29%	276,349 $9.25 Million
Q3 2022 Nov 14, 2022	SELL	$29.6 - $34.78 $12,254 - $14,398	-414 Reduced 0.15%	279,948 $8.29 Million
Q2 2022 Aug 11, 2022	BUY	$30.92 - $35.31 $8.67 Million - $9.9 Million	280,362 New	280,362 $8.86 Million

Others Institutions Holding DFUV

# of Institutions

702

Shares Held

275M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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United Capital Financial Advisers, LLC Dimensional ETF Tr Us Marketwi Transaction History