McLean Asset Management Corp DFUV Holdings History
McLean Asset Management Corp's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 674,635.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $28.98 Mil. This investment constitutes 7.61% of their stock portfolio, and McLean Asset Management Corp now holds 0.25% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then McLean Asset Management Corp has made 3 purchases of DFUV, at an average price of $33.27, for a total of 891,147.00 shares. In addition, there have been 10 sales at an average price of $36.16 for 216,512.00 shares. Based on historical transaction data and DFUV's current price of $42.93, McLean Asset Management Corp's estimated gain on his DFUV holdings is $7.14 Mil, reflecting a 24.08% gain to date.
McLean Asset Management Corp DFUV ($42.93) Holding Chart
McLean Asset Management Corp DFUV ($42.93) 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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