Austin Asset Management Co Inc DFUV Holdings History
Austin Asset Management Co Inc's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Austin Asset Management Co Inc held 338,165.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $13.94 Mil. This investment constitutes 2.9% of their stock portfolio, and Austin Asset Management Co Inc now holds 0.12% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Austin Asset Management Co Inc has made 3 purchases of DFUV, at an average price of $33.24, for a total of 417,376.00 shares. In addition, there have been 8 sales at an average price of $39.76 for 79,211.00 shares. Based on historical transaction data and DFUV's current price of $42.45, Austin Asset Management Co Inc's estimated gain on his DFUV holdings is $3.63 Mil, reflecting a 26.19% gain to date.
Austin Asset Management Co Inc DFUV ($42.45) Holding Chart
Austin Asset Management Co Inc DFUV ($42.45) 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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