Equius Partners, Inc. DFUV Holdings History
Equius Partners, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2022-12-31, Equius Partners, Inc. held 2.97 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $99.43 Mil. This investment constitutes 30.7% of their stock portfolio, and Equius Partners, Inc. now holds 1.23% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Equius Partners, Inc. has made 2 purchases of DFUV, at an average price of $33.26, for a total of 3.03 Mil shares. In addition, there have been 1 sales at an average price of $33.23 for 58,899.00 shares. Based on historical transaction data and DFUV's current price of $43.49, Equius Partners, Inc.'s estimated gain on his DFUV holdings is $30.38 Mil, reflecting a 30.15% gain to date.
Equius Partners, Inc. DFUV ($43.49) Holding Chart
Equius Partners, Inc. DFUV ($43.49) 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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