Disciplined Equity Management, Inc. DFUV Holdings History
Disciplined Equity Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Disciplined Equity Management, Inc. held 681,866.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $28.10 Mil. This investment constitutes 19.54% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0.25% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Disciplined Equity Management, Inc. has made 8 purchases of DFUV, at an average price of $33.76, for a total of 710,044.00 shares. In addition, there have been 4 sales at an average price of $38.72 for 28,178.00 shares. Based on historical transaction data and DFUV's current price of $42.73, Disciplined Equity Management, Inc.'s estimated gain on his DFUV holdings is $6.26 Mil, reflecting a 26.10% gain to date.
Disciplined Equity Management, Inc. DFUV ($42.73) Holding Chart
Disciplined Equity Management, Inc. DFUV ($42.73) 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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