Number of Shares
390,773.00
Current Holdings Value*
$11.95 Mil
% of Portfolio
11.81%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
15.36%

FinDec Wealth Services, Inc.'s Dimensional US Large Cap Value ETF Holding Summary

As of 2025-03-31, FinDec Wealth Services, Inc. held 390,773.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $11.95 Mil. This investment constitutes 11.81% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.35% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.

The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 6 purchases of DFLV, at an average price of $25.80, for a total of 600,266.00 shares. In addition, there have been 3 sales at an average price of $26.51 for 209,493.00 shares. Based on historical transaction data and DFLV's current price of $31.51, FinDec Wealth Services, Inc.'s estimated gain on his DFLV holdings is $2.38 Mil, reflecting a 15.36% gain to date.

FinDec Wealth Services, Inc. DFLV ($31.51) Holding Chart

FinDec Wealth Services, Inc. DFLV ($31.51) 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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