CAPITAL PERFORMANCE ADVISORS LLP DFUV Holdings History
EARNED WEALTH ADVISORS, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 536,471.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $22.11 Mil. This investment constitutes 4.85% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.2% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then EARNED WEALTH ADVISORS, LLC has made 9 purchases of DFUV, at an average price of $33.46, for a total of 543,094.00 shares. In addition, there have been 3 sales at an average price of $38.83 for 6,623.00 shares. Based on historical transaction data and DFUV's current price of $42.28, EARNED WEALTH ADVISORS, LLC's estimated gain on his DFUV holdings is $4.77 Mil, reflecting a 26.23% gain to date.
EARNED WEALTH ADVISORS, LLC DFUV ($42.28) Holding Chart
EARNED WEALTH ADVISORS, LLC DFUV ($42.28) 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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