Prism Advisors, Inc. DFIV Holdings History

Number of Shares
440,645.00
Current Holdings Value*
$18.87 Mil
% of Portfolio
5.37%
Total Estimate Gain
$3.09 Mil
% of Total Estimate Gain
15.52%

Prism Advisors, Inc.'s Dimensional International Value ETF Holding Summary

As of 2025-06-30, Prism Advisors, Inc. held 440,645.00 shares of Dimensional International Value ETF(DFIV), totaling $18.87 Mil. This investment constitutes 5.37% of their stock portfolio, and Prism Advisors, Inc. now holds 0.16% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2024Q3. And since then Prism Advisors, Inc. has made 2 purchases of DFIV, at an average price of $36.96, for a total of 538,524.00 shares. In addition, there have been 2 sales at an average price of $40.41 for 97,879.00 shares. Based on historical transaction data and DFIV's current price of $43.21, Prism Advisors, Inc.'s estimated gain on his DFIV holdings is $3.09 Mil, reflecting a 15.52% gain to date.

Prism Advisors, Inc. DFIV ($43.21) Holding Chart

Prism Advisors, Inc. DFIV ($43.21) 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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