JDH Wealth Management, LLC DFUV Holdings History
JDH Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 215,014.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.86 Mil. This investment constitutes 7.6% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.08% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q4. And since then JDH Wealth Management, LLC has made 1 purchases of DFUV, at an average price of $42.45, for a total of 215,014.00 shares. Based on historical transaction data and DFUV's current price of $42.70, JDH Wealth Management, LLC's estimated gain on his DFUV holdings is $53,402.88, reflecting a 0.59% gain to date.
JDH Wealth Management, LLC DFUV ($42.70) Holding Chart
JDH Wealth Management, LLC DFUV ($42.70) 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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