GEN Financial Management, INC. DFLV Holdings History
GEN Financial Management, INC.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-06-30, GEN Financial Management, INC. held 60,665.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $1.88 Mil. This investment constitutes 1.54% of their stock portfolio, and GEN Financial Management, INC. now holds 0.05% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q4. And since then GEN Financial Management, INC. has made 1 purchases of DFLV, at an average price of $31.22, for a total of 73,697.00 shares. In addition, there have been 1 sales at an average price of $30.89 for 13,032.00 shares. Based on historical transaction data and DFLV's current price of $31.40, GEN Financial Management, INC.'s estimated gain on his DFLV holdings is $6,625.66, reflecting a 0.29% gain to date.
GEN Financial Management, INC. DFLV ($31.40) Holding Chart
GEN Financial Management, INC. DFLV ($31.40) 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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