David Wealth Management LLC DFUS Holdings History
David Wealth Management LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, David Wealth Management LLC held 183,404.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $11.09 Mil. This investment constitutes 9.28% of their stock portfolio, and David Wealth Management LLC now holds 0.08% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. And since then David Wealth Management LLC has made 1 purchases of DFUS, at an average price of $64.16, for a total of 183,404.00 shares. Based on historical transaction data and DFUS's current price of $68.13, David Wealth Management LLC's estimated gain on his DFUS holdings is $728,807.30, reflecting a 6.19% gain to date.
David Wealth Management LLC DFUS ($68.13) Holding Chart
David Wealth Management LLC DFUS ($68.13) 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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