Number of Shares
101,592.00
Current Holdings Value*
$4.00 Mil
% of Portfolio
3.11%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
34.22%

BARNES PETTEY FINANCIAL ADVISORS, LLC's Dimensional International Value ETF Holding Summary

As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 101,592.00 shares of Dimensional International Value ETF(DFIV), totaling $4.00 Mil. This investment constitutes 3.11% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.04% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2022Q3. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 10 purchases of DFIV, at an average price of $32.07, for a total of 120,975.00 shares. In addition, there have been 2 sales at an average price of $34.71 for 19,383.00 shares. Based on historical transaction data and DFIV's current price of $44.63, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his DFIV holdings is $1.33 Mil, reflecting a 34.22% gain to date.

BARNES PETTEY FINANCIAL ADVISORS, LLC DFIV ($44.63) Holding Chart

BARNES PETTEY FINANCIAL ADVISORS, LLC DFIV ($44.63) 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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