Linscomb Wealth, Inc. DFLV Holdings History
Linscomb Wealth, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Linscomb Wealth, Inc. held 253,982.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $7.76 Mil. This investment constitutes 0.39% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.23% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q2. And since then Linscomb Wealth, Inc. has made 4 purchases of DFLV, at an average price of $30.75, for a total of 253,982.00 shares. Based on historical transaction data and DFLV's current price of $31.48, Linscomb Wealth, Inc.'s estimated gain on his DFLV holdings is $184,528.98, reflecting a 2.36% gain to date.
Linscomb Wealth, Inc. DFLV ($31.48) Holding Chart
Linscomb Wealth, Inc. DFLV ($31.48) 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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