Arkadios Wealth Advisors DFUV Holdings History
Arkadios Wealth Advisors's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 31,454.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $1.30 Mil. This investment constitutes 0.05% of their stock portfolio, and Arkadios Wealth Advisors now holds 0.01% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q2. And since then Arkadios Wealth Advisors has made 3 purchases of DFUV, at an average price of $40.23, for a total of 211,001.00 shares. In addition, there have been 1 sales at an average price of $41.98 for 179,547.00 shares. Based on historical transaction data and DFUV's current price of $42.99, Arkadios Wealth Advisors's estimated gain on his DFUV holdings is $400,268.66, reflecting a 4.71% gain to date.
Arkadios Wealth Advisors DFUV ($42.99) Holding Chart
Arkadios Wealth Advisors 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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