GEM Asset Management, LLC DFLV Holdings History
GEM Asset Management, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-06-30, GEM Asset Management, LLC held 116,794.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $3.66 Mil. This investment constitutes 1.88% of their stock portfolio, and GEM Asset Management, LLC now holds 0.1% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q2. And since then GEM Asset Management, LLC has made 9 purchases of DFLV, at an average price of $28.87, for a total of 116,794.00 shares. Based on historical transaction data and DFLV's current price of $31.22, GEM Asset Management, LLC's estimated gain on his DFLV holdings is $274,370.20, reflecting a 8.14% gain to date.
GEM Asset Management, LLC DFLV ($31.22) Holding Chart
GEM Asset Management, LLC DFLV ($31.22) 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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