EQ WEALTH ADVISORS, LLC DFIV Holdings History
Number of Shares
146,973.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
4.61%
Total Estimate Gain
$837,855.20
% of Total Estimate Gain
15.40%
EQ WEALTH ADVISORS, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 146,973.00 shares of Dimensional International Value ETF(DFIV), totaling $5.78 Mil. This investment constitutes 4.61% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.06% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of DFIV, at an average price of $37.02, for a total of 146,973.00 shares. Based on historical transaction data and DFIV's current price of $42.72, EQ WEALTH ADVISORS, LLC's estimated gain on his DFIV holdings is $837,855.20, reflecting a 15.40% gain to date.
EQ WEALTH ADVISORS, LLC DFIV ($42.72) Holding Chart
EQ WEALTH ADVISORS, LLC DFIV ($42.72) 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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