Number of Shares
421,448.00
Current Holdings Value*
$17.82 Mil
% of Portfolio
6.33%
Total Estimate Gain
$3.38 Mil
% of Total Estimate Gain
15.50%

JUNCTURE WEALTH STRATEGIES, LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 421,448.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $17.82 Mil. This investment constitutes 6.33% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.15% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q2. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 8 purchases of DFUV, at an average price of $34.89, for a total of 624,291.00 shares. In addition, there have been 5 sales at an average price of $35.54 for 202,843.00 shares. Based on historical transaction data and DFUV's current price of $42.58, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his DFUV holdings is $3.38 Mil, reflecting a 15.50% gain to date.

JUNCTURE WEALTH STRATEGIES, LLC DFUV ($42.58) Holding Chart

JUNCTURE WEALTH STRATEGIES, LLC DFUV ($42.58) 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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