EQ WEALTH ADVISORS, LLC DFLV Holdings History
EQ WEALTH ADVISORS, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 148,141.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $4.53 Mil. This investment constitutes 3.61% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.14% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of DFLV, at an average price of $31.18, for a total of 148,141.00 shares. Based on historical transaction data and DFLV's current price of $31.26, EQ WEALTH ADVISORS, LLC's estimated gain on his DFLV holdings is $11,246.57, reflecting a 0.24% gain to date.
EQ WEALTH ADVISORS, LLC DFLV ($31.26) Holding Chart
EQ WEALTH ADVISORS, LLC DFLV ($31.26) 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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