Lauterbach Financial Advisors, LLC DFUV Holdings History
Lauterbach Financial Advisors, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 261,559.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $11.06 Mil. This investment constitutes 6.08% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.1% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Lauterbach Financial Advisors, LLC has made 6 purchases of DFUV, at an average price of $33.44, for a total of 310,122.00 shares. In addition, there have been 7 sales at an average price of $38.15 for 48,563.00 shares. Based on historical transaction data and DFUV's current price of $43.33, Lauterbach Financial Advisors, LLC's estimated gain on his DFUV holdings is $2.82 Mil, reflecting a 27.15% gain to date.
Lauterbach Financial Advisors, LLC DFUV ($43.33) Holding Chart
Lauterbach Financial Advisors, LLC DFUV ($43.33) 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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