Advisory Services & Investments, LLC DFUV Holdings History
Advisory Services & Investments, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 207,396.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.65 Mil. This investment constitutes 5.89% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.08% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Advisory Services & Investments, LLC has made 3 purchases of DFUV, at an average price of $33.10, for a total of 313,341.00 shares. In addition, there have been 7 sales at an average price of $37.72 for 105,945.00 shares. Based on historical transaction data and DFUV's current price of $43.33, Advisory Services & Investments, LLC's estimated gain on his DFUV holdings is $2.61 Mil, reflecting a 25.16% gain to date.
Advisory Services & Investments, LLC DFUV ($43.33) Holding Chart
Advisory Services & Investments, LLC DFUV ($43.33) 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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