Jentner Corp DFUV Holdings History
Jentner Corp's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Jentner Corp held 77,733.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $3.20 Mil. This investment constitutes 0.96% of their stock portfolio, and Jentner Corp now holds 0.03% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Jentner Corp has made 2 purchases of DFUV, at an average price of $33.27, for a total of 100,424.00 shares. In addition, there have been 10 sales at an average price of $37.90 for 22,691.00 shares. Based on historical transaction data and DFUV's current price of $42.86, Jentner Corp's estimated gain on his DFUV holdings is $850,480.79, reflecting a 25.46% gain to date.
Jentner Corp DFUV ($42.86) Holding Chart
Jentner Corp DFUV ($42.86) 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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