Empirical Financial Services, LLC D.b.a. Empirical Wealth Management DFUV Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 2.76 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $113.82 Mil. This investment constitutes 2.93% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 1.01% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 10 purchases of DFUV, at an average price of $35.31, for a total of 2.79 Mil shares. In addition, there have been 2 sales at an average price of $32.93 for 26,673.00 shares. Based on historical transaction data and DFUV's current price of $42.71, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his DFUV holdings is $20.37 Mil, reflecting a 20.69% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management DFUV ($42.71) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management DFUV ($42.71) 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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