BALASA DINVERNO & FOLTZ LLC DFUV Holdings History
BALASA DINVERNO & FOLTZ LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2022-09-30, BALASA DINVERNO & FOLTZ LLC held 7.64 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $226.11 Mil. This investment constitutes 14.27% of their stock portfolio, and BALASA DINVERNO & FOLTZ LLC now holds 3.24% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then BALASA DINVERNO & FOLTZ LLC has made 1 purchases of DFUV, at an average price of $33.27, for a total of 7.66 Mil shares. In addition, there have been 1 sales at an average price of $32.52 for 22,323.00 shares. Based on historical transaction data and DFUV's current price of $43.33, BALASA DINVERNO & FOLTZ LLC's estimated gain on his DFUV holdings is $76.80 Mil, reflecting a 30.14% gain to date.
BALASA DINVERNO & FOLTZ LLC DFUV ($43.33) Holding Chart
BALASA DINVERNO & FOLTZ LLC 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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