Index Fund Advisors, Inc. DFLV Holdings History
Number of Shares
981,161.00
Current Holdings Value*
$29.99 Mil
% of Portfolio
1.86%
Total Estimate Gain
$4.33 Mil
% of Total Estimate Gain
16.39%
Index Fund Advisors, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Index Fund Advisors, Inc. held 981,161.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $29.99 Mil. This investment constitutes 1.86% of their stock portfolio, and Index Fund Advisors, Inc. now holds 0.88% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then Index Fund Advisors, Inc. has made 10 purchases of DFLV, at an average price of $26.93, for a total of 981,161.00 shares. Based on historical transaction data and DFLV's current price of $31.34, Index Fund Advisors, Inc.'s estimated gain on his DFLV holdings is $4.33 Mil, reflecting a 16.39% gain to date.
Index Fund Advisors, Inc. DFLV ($31.34) Holding Chart
Index Fund Advisors, Inc. DFLV ($31.34) 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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