Number of Shares
18,257.00
Current Holdings Value*
$718,620.00
% of Portfolio
0.71%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
25.25%

FinDec Wealth Services, Inc.'s Dimensional International Value ETF Holding Summary

As of 2025-03-31, FinDec Wealth Services, Inc. held 18,257.00 shares of Dimensional International Value ETF(DFIV), totaling $718,620.00. This investment constitutes 0.71% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.01% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 5 purchases of DFIV, at an average price of $30.72, for a total of 180,424.00 shares. In addition, there have been 4 sales at an average price of $37.96 for 162,167.00 shares. Based on historical transaction data and DFIV's current price of $43.06, FinDec Wealth Services, Inc.'s estimated gain on his DFIV holdings is $1.40 Mil, reflecting a 25.25% gain to date.

FinDec Wealth Services, Inc. DFIV ($43.06) Holding Chart

FinDec Wealth Services, Inc. DFIV ($43.06) 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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