Number of Shares
185,326.00
Current Holdings Value*
$7.64 Mil
% of Portfolio
3.78%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
23.74%

Peirce Capital Management, LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, Peirce Capital Management, LLC held 185,326.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $7.64 Mil. This investment constitutes 3.78% of their stock portfolio, and Peirce Capital Management, LLC now holds 0.07% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2023Q4. And since then Peirce Capital Management, LLC has made 2 purchases of DFUV, at an average price of $34.86, for a total of 197,260.00 shares. In addition, there have been 3 sales at an average price of $42.31 for 11,934.00 shares. Based on historical transaction data and DFUV's current price of $43.19, Peirce Capital Management, LLC's estimated gain on his DFUV holdings is $1.63 Mil, reflecting a 23.74% gain to date.

Peirce Capital Management, LLC DFUV ($43.19) Holding Chart

Peirce Capital Management, LLC DFUV ($43.19) 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 %

Top Ranked Articles

  • 1