Advisory Services & Investments, LLC DFLV Holdings History
Advisory Services & Investments, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 191,878.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $5.91 Mil. This investment constitutes 4.02% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.22% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2022Q4. And since then Advisory Services & Investments, LLC has made 8 purchases of DFLV, at an average price of $26.34, for a total of 191,878.00 shares. Based on historical transaction data and DFLV's current price of $31.60, Advisory Services & Investments, LLC's estimated gain on his DFLV holdings is $1.01 Mil, reflecting a 19.98% gain to date.
Advisory Services & Investments, LLC DFLV ($31.60) Holding Chart
Advisory Services & Investments, LLC DFLV ($31.60) 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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