CarsonAllaria Wealth Management, Ltd. DFUV Holdings History
CarsonAllaria Wealth Management, Ltd.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 151,076.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $6.23 Mil. This investment constitutes 3.61% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.06% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then CarsonAllaria Wealth Management, Ltd. has made 7 purchases of DFUV, at an average price of $34.21, for a total of 159,504.00 shares. In addition, there have been 5 sales at an average price of $35.06 for 8,428.00 shares. Based on historical transaction data and DFUV's current price of $42.58, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his DFUV holdings is $1.27 Mil, reflecting a 23.30% gain to date.
CarsonAllaria Wealth Management, Ltd. DFUV ($42.58) Holding Chart
CarsonAllaria Wealth Management, Ltd. DFUV ($42.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
