Planning Center, Inc. DFUV Holdings History
Planning Center, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 771,087.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $31.78 Mil. This investment constitutes 3.76% of their stock portfolio, and Planning Center, Inc. now holds 0.28% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Planning Center, Inc. has made 7 purchases of DFUV, at an average price of $33.36, for a total of 882,384.00 shares. In addition, there have been 5 sales at an average price of $36.38 for 111,297.00 shares. Based on historical transaction data and DFUV's current price of $42.91, Planning Center, Inc.'s estimated gain on his DFUV holdings is $7.70 Mil, reflecting a 26.14% gain to date.
Planning Center, Inc. DFUV ($42.91) Holding Chart
Planning Center, Inc. DFUV ($42.91) 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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