Intersect Capital LLC DFUV Holdings History
Number of Shares
198,846.00
Current Holdings Value*
$6.28 Mil
% of Portfolio
1.9%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
29.02%
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 $42.93, Intersect Capital LLC's estimated gain on his DFUV holdings is $1.92 Mil, reflecting a 29.02% gain to date.
Intersect Capital LLC DFUV ($42.93) Holding Chart
Intersect Capital LLC DFUV ($42.93) 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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