Number of Shares
775,179.00
Current Holdings Value*
$31.95 Mil
% of Portfolio
17.27%
Total Estimate Gain
$7.92 Mil
% of Total Estimate Gain
28.24%

DIXON FNANCIAL SERVICES, INC.'s Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, DIXON FNANCIAL SERVICES, INC. held 775,179.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $31.95 Mil. This investment constitutes 17.27% of their stock portfolio, and DIXON FNANCIAL SERVICES, INC. now holds 0.28% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q2. And since then DIXON FNANCIAL SERVICES, INC. has made 1 purchases of DFUV, at an average price of $33.27, for a total of 842,665.00 shares. In addition, there have been 11 sales at an average price of $36.65 for 67,486.00 shares. Based on historical transaction data and DFUV's current price of $43.19, DIXON FNANCIAL SERVICES, INC.'s estimated gain on his DFUV holdings is $7.92 Mil, reflecting a 28.24% gain to date.

DIXON FNANCIAL SERVICES, INC. DFUV ($43.19) Holding Chart

DIXON FNANCIAL SERVICES, INC. DFUV ($43.19) 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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