Align Wealth Management, LLC DFUS Holdings History
Number of Shares
72,841.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
2.39%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
60.25%
Align Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 72,841.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $2.83 Mil. This investment constitutes 2.39% of their stock portfolio, and Align Wealth Management, LLC now holds 0.05% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and DFUS's current price of $66.73, Align Wealth Management, LLC's estimated gain on his DFUS holdings is $1.83 Mil, reflecting a 60.25% gain to date.
Align Wealth Management, LLC DFUS ($66.73) Holding Chart
Align Wealth Management, LLC DFUS ($66.73) 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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