Level Financial Advisors DFUV Holdings History
Level Financial Advisors's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 199,691.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.44 Mil. This investment constitutes 2.63% of their stock portfolio, and Level Financial Advisors now holds 0.07% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Level Financial Advisors has made 2 purchases of DFUV, at an average price of $33.29, for a total of 225,690.00 shares. In addition, there have been 11 sales at an average price of $36.04 for 25,999.00 shares. Based on historical transaction data and DFUV's current price of $43.44, Level Financial Advisors's estimated gain on his DFUV holdings is $2.10 Mil, reflecting a 27.94% gain to date.
Level Financial Advisors DFUV ($43.44) Holding Chart
Level Financial Advisors DFUV ($43.44) 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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