Martin Worley Group DFSU Holdings History

Number of Shares
78,118.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
1.6%
Total Estimate Gain
$136,355.42
% of Total Estimate Gain
4.57%

Martin Worley Group's Dimensional US Sustainability Core 1 ETF Holding Summary

As of 2025-03-31, Martin Worley Group held 78,118.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $2.80 Mil. This investment constitutes 1.6% of their stock portfolio, and Martin Worley Group now holds 0.22% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.

The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of DFSU, at an average price of $38.21, for a total of 78,118.00 shares. Based on historical transaction data and DFSU's current price of $39.96, Martin Worley Group's estimated gain on his DFSU holdings is $136,355.42, reflecting a 4.57% gain to date.

Martin Worley Group DFSU ($39.96) Holding Chart

Martin Worley Group DFSU ($39.96) 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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