Evanson Asset Management, LLC DFUV Holdings History
Evanson Asset Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Evanson Asset Management, LLC held 1.31 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $54.02 Mil. This investment constitutes 3.83% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.48% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Evanson Asset Management, LLC has made 9 purchases of DFUV, at an average price of $33.41, for a total of 1.36 Mil shares. In addition, there have been 2 sales at an average price of $38.87 for 46,628.00 shares. Based on historical transaction data and DFUV's current price of $43.19, Evanson Asset Management, LLC's estimated gain on his DFUV holdings is $13.08 Mil, reflecting a 28.84% gain to date.
Evanson Asset Management, LLC DFUV ($43.19) Holding Chart
Evanson Asset Management, 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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