Francis Financial, Inc. DFLV Holdings History
Francis Financial, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Francis Financial, Inc. held 414,651.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $12.68 Mil. This investment constitutes 3.07% of their stock portfolio, and Francis Financial, Inc. now holds 0.37% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q2. And since then Francis Financial, Inc. has made 8 purchases of DFLV, at an average price of $28.09, for a total of 414,651.00 shares. Based on historical transaction data and DFLV's current price of $31.15, Francis Financial, Inc.'s estimated gain on his DFLV holdings is $1.27 Mil, reflecting a 10.91% gain to date.
Francis Financial, Inc. DFLV ($31.15) Holding Chart
Francis Financial, Inc. DFLV ($31.15) 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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