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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