Wealthspire Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 212,490 shares of DFUV stock, worth $9.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
212,490
Previous 214,622 0.99%
Holding current value
$9.06 Million
Previous $8.95 Million 2.82%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$40.38 - $44.35 $86,090 - $94,554
-2,132 Reduced 0.99%
212,490 $8.7 Million
Q3 2024

Nov 13, 2024
BUY
$38.51 - $41.69 $7.92 Million - $8.57 Million
205,677 Added 2299.35%
214,622 $8.95 Million
Q2 2024

Aug 08, 2024
BUY
$38.53 - $40.76 $344,650 - $364,598
8,945 New
8,945 $351,000

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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