Magnolia Private Wealth, LLC DFUS Holdings History
Magnolia Private Wealth, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Magnolia Private Wealth, LLC held 208,824.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $852,640.00. This investment constitutes 0.7% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.09% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2025Q1. And since then Magnolia Private Wealth, LLC has made 1 purchases of DFUS, at an average price of $63.90, for a total of 208,824.00 shares. Based on historical transaction data and DFUS's current price of $67.60, Magnolia Private Wealth, LLC's estimated gain on his DFUS holdings is $771,604.68, reflecting a 5.78% gain to date.
Magnolia Private Wealth, LLC DFUS ($67.60) Holding Chart
Magnolia Private Wealth, LLC DFUS ($67.60) 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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