Martin Worley Group DFSI Holdings History
Number of Shares
68,135.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
1.36%
Total Estimate Gain
$333,259.71
% of Total Estimate Gain
14.29%
Martin Worley Group's Dimensional International Sustainability Core 1 ETF Holding Summary
As of 2025-03-31, Martin Worley Group held 68,135.00 shares of Dimensional International Sustainability Core 1 ETF(DFSI), totaling $2.38 Mil. This investment constitutes 1.36% of their stock portfolio, and Martin Worley Group now holds 0.37% of the outstanding Dimensional International Sustainability Core 1 ETF(DFSI) stock.
The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of DFSI, at an average price of $34.22, for a total of 68,135.00 shares. Based on historical transaction data and DFSI's current price of $39.11, Martin Worley Group's estimated gain on his DFSI holdings is $333,259.71, reflecting a 14.29% gain to date.
Martin Worley Group DFSI ($39.11) Holding Chart
Martin Worley Group DFSI ($39.11) 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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