Falcon Wealth Planning DFIV Holdings History
Falcon Wealth Planning's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Falcon Wealth Planning held 1.20 Mil shares of Dimensional International Value ETF(DFIV), totaling $47.27 Mil. This investment constitutes 5.25% of their stock portfolio, and Falcon Wealth Planning now holds 0.49% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then Falcon Wealth Planning has made 8 purchases of DFIV, at an average price of $35.21, for a total of 1.88 Mil shares. In addition, there have been 2 sales at an average price of $36.99 for 678,190.00 shares. Based on historical transaction data and DFIV's current price of $42.88, Falcon Wealth Planning's estimated gain on his DFIV holdings is $10.41 Mil, reflecting a 15.73% gain to date.
Falcon Wealth Planning DFIV ($42.88) Holding Chart
Falcon Wealth Planning DFIV ($42.88) 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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