Wealthstream Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 159,294 shares of DFUV stock, worth $6.74 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

159,294

Previous 167,859 5.1%

Holding current value

$6.74 Million

Previous $7 Million 6.86%

% of portfolio

1.26%

Previous 1.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$40.38 - $44.35 $345,854 - $379,857	-8,565 Reduced 5.1%	159,294 $6.52 Million
Q3 2024 Nov 06, 2024	SELL	$38.51 - $41.69 $4,621 - $5,002	-120 Reduced 0.07%	167,859 $7 Million
Q2 2024 Jul 29, 2024	SELL	$38.53 - $40.76 $159,976 - $169,235	-4,152 Reduced 2.41%	167,979 $6.6 Million
Q1 2024 May 08, 2024	SELL	$36.22 - $40.9 $12,351 - $13,946	-341 Reduced 0.2%	172,131 $7.04 Million
Q4 2023 Feb 12, 2024	SELL	$31.85 - $37.39 $184,698 - $216,824	-5,799 Reduced 3.25%	172,472 $6.42 Million
Q3 2023 Nov 06, 2023	SELL	$33.83 - $36.19 $217,966 - $233,172	-6,443 Reduced 3.49%	178,271 $6.06 Million
Q2 2023 Aug 02, 2023	SELL	$32.32 - $34.5 $32,998 - $35,224	-1,021 Reduced 0.55%	184,714 $6.37 Million
Q1 2023 May 02, 2023	SELL	$31.9 - $35.83 $63,481 - $71,301	-1,990 Reduced 1.06%	185,735 $6.22 Million
Q4 2022 Feb 02, 2023	BUY	$30.23 - $35.36 $170,708 - $199,677	5,647 Added 3.1%	187,725 $6.29 Million
Q2 2022 Aug 05, 2022	BUY	$30.92 - $35.31 $5.63 Million - $6.43 Million	182,078 New	182,078 $5.75 Million

Others Institutions Holding DFUV

# of Institutions

700

Shares Held

275M

Call Options Held

Put Options Held

View Full List

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 Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History