DIXON FNANCIAL SERVICES, INC. AVLC Holdings History
Number of Shares
11,933.00
Current Holdings Value*
$766,100.00
% of Portfolio
0.41%
Total Estimate Gain
$166,226.69
% of Total Estimate Gain
23.93%
DIXON FNANCIAL SERVICES, INC.'s Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-03-31, DIXON FNANCIAL SERVICES, INC. held 11,933.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $766,100.00. This investment constitutes 0.41% of their stock portfolio, and DIXON FNANCIAL SERVICES, INC. now holds 0.14% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2024Q1. And since then DIXON FNANCIAL SERVICES, INC. has made 1 purchases of AVLC, at an average price of $58.21, for a total of 11,933.00 shares. Based on historical transaction data and AVLC's current price of $72.14, DIXON FNANCIAL SERVICES, INC.'s estimated gain on his AVLC holdings is $166,226.69, reflecting a 23.93% gain to date.
DIXON FNANCIAL SERVICES, INC. AVLC ($72.14) Holding Chart
DIXON FNANCIAL SERVICES, INC. AVLC ($72.14) 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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