Number of Shares
803,399.00
Current Holdings Value*
$33.11 Mil
% of Portfolio
21.54%
Total Estimate Gain
$6.90 Mil
% of Total Estimate Gain
24.62%

Efficient Frontier Advisors LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, Efficient Frontier Advisors LLC held 803,399.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $33.11 Mil. This investment constitutes 21.54% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0.29% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2023Q4. And since then Efficient Frontier Advisors LLC has made 4 purchases of DFUV, at an average price of $34.63, for a total of 809,655.00 shares. In addition, there have been 1 sales at an average price of $39.57 for 6,256.00 shares. Based on historical transaction data and DFUV's current price of $43.19, Efficient Frontier Advisors LLC's estimated gain on his DFUV holdings is $6.90 Mil, reflecting a 24.62% gain to date.

Efficient Frontier Advisors LLC DFUV ($43.19) Holding Chart

Efficient Frontier Advisors LLC DFUV ($43.19) 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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