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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