Martin Worley Group DFLV Holdings History
Number of Shares
266,363.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
4.65%
Total Estimate Gain
$40,129.07
% of Total Estimate Gain
0.48%
Martin Worley Group's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Martin Worley Group held 266,363.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $8.14 Mil. This investment constitutes 4.65% of their stock portfolio, and Martin Worley Group now holds 0.25% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of DFLV, at an average price of $31.23, for a total of 266,363.00 shares. Based on historical transaction data and DFLV's current price of $31.38, Martin Worley Group's estimated gain on his DFLV holdings is $40,129.07, reflecting a 0.48% gain to date.
Martin Worley Group DFLV ($31.38) Holding Chart
Martin Worley Group DFLV ($31.38) 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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