Compass Financial Group, Inc. DFLV Holdings History
Compass Financial Group, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 70,718.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $2.16 Mil. This investment constitutes 1.11% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.06% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then Compass Financial Group, Inc. has made 9 purchases of DFLV, at an average price of $27.45, for a total of 70,718.00 shares. Based on historical transaction data and DFLV's current price of $31.38, Compass Financial Group, Inc.'s estimated gain on his DFLV holdings is $278,060.87, reflecting a 14.33% gain to date.
Compass Financial Group, Inc. DFLV ($31.38) Holding Chart
Compass Financial Group, Inc. DFLV ($31.38) 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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