Number of Shares
43,688.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
2.11%
Total Estimate Gain
$205,263.42
% of Total Estimate Gain
7.33%

Parkworth Wealth Management, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Parkworth Wealth Management, Inc. held 43,688.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $2.64 Mil. This investment constitutes 2.11% of their stock portfolio, and Parkworth Wealth Management, Inc. now holds 0.02% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2024Q4. And since then Parkworth Wealth Management, Inc. has made 1 purchases of DFUS, at an average price of $64.13, for a total of 43,688.00 shares. Based on historical transaction data and DFUS's current price of $68.83, Parkworth Wealth Management, Inc.'s estimated gain on his DFUS holdings is $205,263.42, reflecting a 7.33% gain to date.

Parkworth Wealth Management, Inc. DFUS ($68.83) Holding Chart

Parkworth Wealth Management, Inc. DFUS ($68.83) 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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