Whalen Wealth Management Inc. Dimensional ETF Tr Us Marketwi Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 6,895 shares of DFUV stock, worth $296,347. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,895
Previous 6,866 0.42%
Holding current value
$296,347
Previous $286 Million 1.42%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jan 17, 2025
BUY
$40.38 - $44.35 $1,171 - $1,286
29 Added 0.42%
6,895 $282 Million
Q3 2024

Nov 07, 2024
BUY
$38.51 - $41.69 $1,116 - $1,209
29 Added 0.42%
6,866 $286 Million
Q2 2024

Aug 01, 2024
BUY
$38.53 - $40.76 $1,194 - $1,263
31 Added 0.46%
6,837 $268 Million
Q4 2023

Feb 13, 2024
BUY
$31.85 - $37.39 $216,771 - $254,476
6,806 New
6,806 $253 Million

Others Institutions Holding DFUV

# of Institutions
653
Shares Held
268M
Call Options Held
300
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 Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email