GEM Asset Management, LLC DFUV Holdings History
GEM Asset Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, GEM Asset Management, LLC held 122,840.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $5.24 Mil. This investment constitutes 2.69% of their stock portfolio, and GEM Asset Management, LLC now holds 0.04% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then GEM Asset Management, LLC has made 5 purchases of DFUV, at an average price of $33.59, for a total of 131,606.00 shares. In addition, there have been 5 sales at an average price of $39.08 for 8,766.00 shares. Based on historical transaction data and DFUV's current price of $42.58, GEM Asset Management, LLC's estimated gain on his DFUV holdings is $1.15 Mil, reflecting a 26.05% gain to date.
GEM Asset Management, LLC DFUV ($42.58) Holding Chart
GEM Asset Management, LLC DFUV ($42.58) 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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