Number of Shares
353,768.00
Current Holdings Value*
$14.96 Mil
% of Portfolio
10.33%
Total Estimate Gain
$306,821.88
% of Total Estimate Gain
2.04%

Pillar Financial Advisors, LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, Pillar Financial Advisors, LLC held 353,768.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $14.96 Mil. This investment constitutes 10.33% of their stock portfolio, and Pillar Financial Advisors, LLC now holds 0.13% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $41.45 for 946.00 shares. Based on historical transaction data and DFUV's current price of $43.33, Pillar Financial Advisors, LLC's estimated gain on his DFUV holdings is $306,821.88, reflecting a 2.04% gain to date.

Pillar Financial Advisors, LLC DFUV ($43.33) Holding Chart

Pillar Financial Advisors, LLC DFUV ($43.33) 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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