JDH Wealth Management, LLC DFIV Holdings History
Number of Shares
308,464.00
Current Holdings Value*
$12.14 Mil
% of Portfolio
10.42%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
16.46%
JDH Wealth Management, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 308,464.00 shares of Dimensional International Value ETF(DFIV), totaling $12.14 Mil. This investment constitutes 10.42% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.11% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFIV's current price of $42.68, JDH Wealth Management, LLC's estimated gain on his DFIV holdings is $1.86 Mil, reflecting a 16.46% gain to date.
JDH Wealth Management, LLC DFIV ($42.68) Holding Chart
JDH Wealth Management, LLC DFIV ($42.68) 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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