HMV Wealth Advisors, LLC DFIV Holdings History
Number of Shares
129,118.00
Current Holdings Value*
$5.08 Mil
% of Portfolio
4.03%
Total Estimate Gain
$776,690.03
% of Total Estimate Gain
16.39%
HMV Wealth Advisors, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, HMV Wealth Advisors, LLC held 129,118.00 shares of Dimensional International Value ETF(DFIV), totaling $5.08 Mil. This investment constitutes 4.03% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.05% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of DFIV, at an average price of $36.70, for a total of 129,118.00 shares. Based on historical transaction data and DFIV's current price of $42.72, HMV Wealth Advisors, LLC's estimated gain on his DFIV holdings is $776,690.03, reflecting a 16.39% gain to date.
HMV Wealth Advisors, LLC DFIV ($42.72) Holding Chart
HMV Wealth Advisors, LLC DFIV ($42.72) 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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