CAPITAL PERFORMANCE ADVISORS LLP DFIV Holdings History
EARNED WEALTH ADVISORS, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 565,892.00 shares of Dimensional International Value ETF(DFIV), totaling $22.27 Mil. This investment constitutes 4.89% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.21% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 8 purchases of DFIV, at an average price of $32.79, for a total of 597,707.00 shares. In addition, there have been 5 sales at an average price of $33.08 for 31,815.00 shares. Based on historical transaction data and DFIV's current price of $42.77, EARNED WEALTH ADVISORS, LLC's estimated gain on his DFIV holdings is $5.65 Mil, reflecting a 28.85% gain to date.
EARNED WEALTH ADVISORS, LLC DFIV ($42.77) Holding Chart
EARNED WEALTH ADVISORS, LLC DFIV ($42.77) 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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