BAYSHORE ASSET MANAGEMENT, LLC DFUV Holdings History
BAYSHORE ASSET MANAGEMENT, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, BAYSHORE ASSET MANAGEMENT, LLC held 519,089.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $21.39 Mil. This investment constitutes 10.66% of their stock portfolio, and BAYSHORE ASSET MANAGEMENT, LLC now holds 0.19% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then BAYSHORE ASSET MANAGEMENT, LLC has made 6 purchases of DFUV, at an average price of $33.33, for a total of 576,320.00 shares. In addition, there have been 6 sales at an average price of $38.51 for 57,231.00 shares. Based on historical transaction data and DFUV's current price of $43.45, BAYSHORE ASSET MANAGEMENT, LLC's estimated gain on his DFUV holdings is $5.54 Mil, reflecting a 28.86% gain to date.
BAYSHORE ASSET MANAGEMENT, LLC DFUV ($43.45) Holding Chart
BAYSHORE ASSET MANAGEMENT, LLC DFUV ($43.45) 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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