Lake Point Wealth Management DFUV Holdings History
Lake Point Wealth Management's Dimensional US Marketwide Value ETF Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 261,847.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.27 Mil. This investment constitutes 4.7% of their stock portfolio, and Lake Point Wealth Management now holds 0.11% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Lake Point Wealth Management has made 1 purchases of DFUV, at an average price of $33.27, for a total of 261,847.00 shares. Based on historical transaction data and DFUV's current price of $42.15, Lake Point Wealth Management's estimated gain on his DFUV holdings is $2.33 Mil, reflecting a 26.69% gain to date.
Lake Point Wealth Management DFUV ($42.15) Holding Chart
Lake Point Wealth Management DFUV ($42.15) 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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