LAM GROUP, INC. DFUV Holdings History
LAM GROUP, INC.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, LAM GROUP, INC. held 130,267.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $5.51 Mil. This investment constitutes 3.91% of their stock portfolio, and LAM GROUP, INC. now holds 0.05% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then LAM GROUP, INC. has made 3 purchases of DFUV, at an average price of $33.24, for a total of 142,605.00 shares. In addition, there have been 5 sales at an average price of $35.49 for 12,338.00 shares. Based on historical transaction data and DFUV's current price of $42.58, LAM GROUP, INC.'s estimated gain on his DFUV holdings is $1.24 Mil, reflecting a 26.25% gain to date.
LAM GROUP, INC. DFUV ($42.58) Holding Chart
LAM GROUP, INC. 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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