Altiora Financial Group, LLC DFUV Holdings History
Altiora Financial Group, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Altiora Financial Group, LLC held 307,573.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $12.68 Mil. This investment constitutes 2.69% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.11% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 6 purchases of DFUV, at an average price of $33.94, for a total of 360,297.00 shares. In addition, there have been 3 sales at an average price of $37.05 for 52,724.00 shares. Based on historical transaction data and DFUV's current price of $42.93, Altiora Financial Group, LLC's estimated gain on his DFUV holdings is $2.93 Mil, reflecting a 23.93% gain to date.
Altiora Financial Group, LLC DFUV ($42.93) Holding Chart
Altiora Financial Group, LLC DFUV ($42.93) 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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