David Wealth Management LLC DFIP Holdings History
David Wealth Management LLC's Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, David Wealth Management LLC held 143,012.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $6.02 Mil. This investment constitutes 5.04% of their stock portfolio, and David Wealth Management LLC now holds 0.68% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $41.25 for 1,707.00 shares. Based on historical transaction data and DFIP's current price of $41.88, David Wealth Management LLC's estimated gain on his DFIP holdings is $89,382.50, reflecting a 1.50% gain to date.
David Wealth Management LLC DFIP ($41.88) Holding Chart
David Wealth Management LLC DFIP ($41.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
