Number of Shares
467,422.00
Current Holdings Value*
$19.26 Mil
% of Portfolio
7.11%
Total Estimate Gain
$5.12 Mil
% of Total Estimate Gain
24.77%

BAKER BOYER NATIONAL BANK's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, BAKER BOYER NATIONAL BANK held 467,422.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $19.26 Mil. This investment constitutes 7.11% of their stock portfolio, and BAKER BOYER NATIONAL BANK now holds 0.17% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q2. And since then BAKER BOYER NATIONAL BANK has made 2 purchases of DFUV, at an average price of $33.34, for a total of 620,121.00 shares. In addition, there have been 10 sales at an average price of $36.30 for 152,699.00 shares. Based on historical transaction data and DFUV's current price of $43.33, BAKER BOYER NATIONAL BANK's estimated gain on his DFUV holdings is $5.12 Mil, reflecting a 24.77% gain to date.

BAKER BOYER NATIONAL BANK DFUV ($43.33) Holding Chart

BAKER BOYER NATIONAL BANK 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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