Parkworth Wealth Management, Inc. DFUV Holdings History
Parkworth Wealth Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Parkworth Wealth Management, Inc. held 86,949.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $3.58 Mil. This investment constitutes 2.86% of their stock portfolio, and Parkworth Wealth Management, Inc. now holds 0.03% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q4. And since then Parkworth Wealth Management, Inc. has made 1 purchases of DFUV, at an average price of $42.46, for a total of 86,949.00 shares. Based on historical transaction data and DFUV's current price of $43.49, Parkworth Wealth Management, Inc.'s estimated gain on his DFUV holdings is $89,593.95, reflecting a 2.43% gain to date.
Parkworth Wealth Management, Inc. DFUV ($43.49) Holding Chart
Parkworth Wealth Management, Inc. DFUV ($43.49) 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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