Number of Shares
198,846.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
1.9%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
28.31%

Intersect Capital LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2022-06-30, Intersect Capital LLC held 198,846.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $6.28 Mil. This investment constitutes 1.9% of their stock portfolio, and Intersect Capital LLC now holds 0.08% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q2. And since then Intersect Capital LLC has made 1 purchases of DFUV, at an average price of $33.27, for a total of 198,846.00 shares. Based on historical transaction data and DFUV's current price of $42.69, Intersect Capital LLC's estimated gain on his DFUV holdings is $1.87 Mil, reflecting a 28.31% gain to date.

Intersect Capital LLC DFUV ($42.69) Holding Chart

Intersect Capital LLC DFUV ($42.69) 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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