Number of Shares
455,677.00
Current Holdings Value*
$18.78 Mil
% of Portfolio
18.04%
Total Estimate Gain
$397,894.35
% of Total Estimate Gain
2.06%

BENNINGFIELD FINANCIAL ADVISORS, LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, BENNINGFIELD FINANCIAL ADVISORS, LLC held 455,677.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $18.78 Mil. This investment constitutes 18.04% of their stock portfolio, and BENNINGFIELD FINANCIAL ADVISORS, LLC now holds 0.17% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2024Q4. And since then BENNINGFIELD FINANCIAL ADVISORS, LLC has made 1 purchases of DFUV, at an average price of $42.46, for a total of 455,677.00 shares. Based on historical transaction data and DFUV's current price of $43.33, BENNINGFIELD FINANCIAL ADVISORS, LLC's estimated gain on his DFUV holdings is $397,894.35, reflecting a 2.06% gain to date.

BENNINGFIELD FINANCIAL ADVISORS, LLC DFUV ($43.33) Holding Chart

BENNINGFIELD FINANCIAL ADVISORS, 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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