Compound Planning, Inc. DFUV Holdings History
Compound Planning, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 290,875.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $11.99 Mil. This investment constitutes 0.55% of their stock portfolio, and Compound Planning, Inc. now holds 0.11% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2025Q1. And since then Compound Planning, Inc. has made 1 purchases of DFUV, at an average price of $41.98, for a total of 290,875.00 shares. Based on historical transaction data and DFUV's current price of $42.15, Compound Planning, Inc.'s estimated gain on his DFUV holdings is $49,448.75, reflecting a 0.40% gain to date.
Compound Planning, Inc. DFUV ($42.15) Holding Chart
Compound Planning, Inc. DFUV ($42.15) 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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