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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