Number of Shares
110,643.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
1.28%
Total Estimate Gain
$-1.04 Mil
% of Total Estimate Gain
-4.95%

Dimensional VA U.S. Large Value Portfolio's Wells Fargo & Co Holding Summary

As of 2025-04-30, Dimensional VA U.S. Large Value Portfolio held 110,643.00 shares of Wells Fargo & Co(WFC), totaling $7.86 Mil. This investment constitutes 1.28% of their stock portfolio, and Dimensional VA U.S. Large Value Portfolio now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2019Q4. And since then Dimensional VA U.S. Large Value Portfolio has made 5 purchases of WFC, at an average price of $48.42, for a total of 432,993.00 shares. In addition, there have been 9 sales at an average price of $33.13 for 322,350.00 shares. Based on historical transaction data and WFC's current price of $83.60, Dimensional VA U.S. Large Value Portfolio's estimated gain on his WFC holdings is $-1.04 Mil, reflecting a -4.95% gain to date.

Dimensional VA U.S. Large Value Portfolio WFC ($83.60) Holding Chart

Dimensional VA U.S. Large Value Portfolio WFC ($83.60) 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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