PANORAMIC INVESTMENT ADVISORS, LLC DFLV Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 87,382.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $2.67 Mil. This investment constitutes 1.8% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0.08% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q3. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 3 purchases of DFLV, at an average price of $30.15, for a total of 87,382.00 shares. Based on historical transaction data and DFLV's current price of $31.87, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his DFLV holdings is $150,590.76, reflecting a 5.72% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC DFLV ($31.87) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC DFLV ($31.87) 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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