Compound Planning, Inc. DFIV Holdings History
Compound Planning, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 267,912.00 shares of Dimensional International Value ETF(DFIV), totaling $10.54 Mil. This investment constitutes 0.48% of their stock portfolio, and Compound Planning, Inc. now holds 0.1% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2025Q1. And since then Compound Planning, Inc. has made 1 purchases of DFIV, at an average price of $38.16, for a total of 267,912.00 shares. Based on historical transaction data and DFIV's current price of $42.79, Compound Planning, Inc.'s estimated gain on his DFIV holdings is $1.24 Mil, reflecting a 12.13% gain to date.
Compound Planning, Inc. DFIV ($42.79) Holding Chart
Compound Planning, Inc. DFIV ($42.79) 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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