Porter White Investment Advisors, Inc. DFUV Holdings History
Porter White Investment Advisors, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 954,169.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $40.34 Mil. This investment constitutes 18.79% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.35% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then Porter White Investment Advisors, Inc. has made 3 purchases of DFUV, at an average price of $33.45, for a total of 987,835.00 shares. In addition, there have been 3 sales at an average price of $37.22 for 33,666.00 shares. Based on historical transaction data and DFUV's current price of $42.50, Porter White Investment Advisors, Inc.'s estimated gain on his DFUV holdings is $8.76 Mil, reflecting a 26.52% gain to date.
Porter White Investment Advisors, Inc. DFUV ($42.50) Holding Chart
Porter White Investment Advisors, Inc. DFUV ($42.50) 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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