L.K. Benson & Company, P.C. DFIV Holdings History
Number of Shares
75,330.00
Current Holdings Value*
$2.97 Mil
% of Portfolio
2.05%
Total Estimate Gain
$491,383.76
% of Total Estimate Gain
17.79%
L.K. Benson & Company, P.C.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, L.K. Benson & Company, P.C. held 75,330.00 shares of Dimensional International Value ETF(DFIV), totaling $2.97 Mil. This investment constitutes 2.05% of their stock portfolio, and L.K. Benson & Company, P.C. now holds 0.03% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. And since then L.K. Benson & Company, P.C. has made 1 purchases of DFIV, at an average price of $36.67, for a total of 75,330.00 shares. Based on historical transaction data and DFIV's current price of $43.19, L.K. Benson & Company, P.C.'s estimated gain on his DFIV holdings is $491,383.76, reflecting a 17.79% gain to date.
L.K. Benson & Company, P.C. DFIV ($43.19) Holding Chart
L.K. Benson & Company, P.C. DFIV ($43.19) 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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