Bernardo Wealth Planning LLC DFUS Holdings History
Bernardo Wealth Planning LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 158,526.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $9.59 Mil. This investment constitutes 2.29% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.07% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q2. And since then Bernardo Wealth Planning LLC has made 5 purchases of DFUS, at an average price of $63.72, for a total of 158,526.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Bernardo Wealth Planning LLC's estimated gain on his DFUS holdings is $806,768.40, reflecting a 7.99% gain to date.
Bernardo Wealth Planning LLC DFUS ($68.81) Holding Chart
Bernardo Wealth Planning LLC DFUS ($68.81) 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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