Evanson Asset Management, LLC DFIV Holdings History
Evanson Asset Management, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Evanson Asset Management, LLC held 1.25 Mil shares of Dimensional International Value ETF(DFIV), totaling $49.35 Mil. This investment constitutes 3.5% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.51% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q3. And since then Evanson Asset Management, LLC has made 12 purchases of DFIV, at an average price of $32.80, for a total of 1.28 Mil shares. In addition, there have been 2 sales at an average price of $37.80 for 26,470.00 shares. Based on historical transaction data and DFIV's current price of $42.80, Evanson Asset Management, LLC's estimated gain on his DFIV holdings is $12.67 Mil, reflecting a 30.17% gain to date.
Evanson Asset Management, LLC DFIV ($42.80) Holding Chart
Evanson Asset Management, LLC DFIV ($42.80) 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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