Disciplined Equity Management, Inc. DFIV Holdings History
Disciplined Equity Management, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Disciplined Equity Management, Inc. held 363,934.00 shares of Dimensional International Value ETF(DFIV), totaling $14.32 Mil. This investment constitutes 9.96% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0.15% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then Disciplined Equity Management, Inc. has made 6 purchases of DFIV, at an average price of $32.63, for a total of 394,055.00 shares. In addition, there have been 7 sales at an average price of $34.11 for 30,121.00 shares. Based on historical transaction data and DFIV's current price of $42.94, Disciplined Equity Management, Inc.'s estimated gain on his DFIV holdings is $3.80 Mil, reflecting a 29.52% gain to date.
Disciplined Equity Management, Inc. DFIV ($42.94) Holding Chart
Disciplined Equity Management, Inc. DFIV ($42.94) 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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