Independent Wealth Network Inc. DFUS Holdings History
Independent Wealth Network Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Independent Wealth Network Inc. held 69,438.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $4.65 Mil. This investment constitutes 1.69% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.03% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q3. And since then Independent Wealth Network Inc. has made 12 purchases of DFUS, at an average price of $51.96, for a total of 70,739.00 shares. In addition, there have been 3 sales at an average price of $45.67 for 1,301.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Independent Wealth Network Inc.'s estimated gain on his DFUS holdings is $1.11 Mil, reflecting a 30.33% gain to date.
Independent Wealth Network Inc. DFUS ($68.13) Holding Chart
Independent Wealth Network Inc. DFUS ($68.13) 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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