Colorado Capital Management, Inc. DFUV Holdings History
Colorado Capital Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Colorado Capital Management, Inc. held 132,521.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $5.60 Mil. This investment constitutes 2.43% of their stock portfolio, and Colorado Capital Management, Inc. now holds 0.05% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Colorado Capital Management, Inc. has made 5 purchases of DFUV, at an average price of $33.36, for a total of 193,268.00 shares. In addition, there have been 8 sales at an average price of $39.61 for 60,747.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Colorado Capital Management, Inc.'s estimated gain on his DFUV holdings is $1.60 Mil, reflecting a 24.84% gain to date.
Colorado Capital Management, Inc. DFUV ($42.58) Holding Chart
Colorado Capital Management, Inc. 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 % | |||
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