Addison Advisors LLC DFUV Holdings History
Addison Advisors LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Addison Advisors LLC held 306,042.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $12.61 Mil. This investment constitutes 3.44% of their stock portfolio, and Addison Advisors LLC now holds 0.11% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Addison Advisors LLC has made 12 purchases of DFUV, at an average price of $35.50, for a total of 306,042.00 shares. Based on historical transaction data and DFUV's current price of $42.99, Addison Advisors LLC's estimated gain on his DFUV holdings is $2.29 Mil, reflecting a 21.11% gain to date.
Addison Advisors LLC DFUV ($42.99) Holding Chart
Addison Advisors LLC DFUV ($42.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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