Number of Shares
452,018.00
Current Holdings Value*
$18.50 Mil
% of Portfolio
10.25%
Total Estimate Gain
$442,731.96
% of Total Estimate Gain
2.30%

Prudent Man Investment Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, Prudent Man Investment Management, Inc. held 452,018.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $18.50 Mil. This investment constitutes 10.25% of their stock portfolio, and Prudent Man Investment Management, Inc. now holds 0.17% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $41.98 for 606.00 shares. Based on historical transaction data and DFUV's current price of $43.44, Prudent Man Investment Management, Inc.'s estimated gain on his DFUV holdings is $442,731.96, reflecting a 2.30% gain to date.

Prudent Man Investment Management, Inc. DFUV ($43.44) Holding Chart

Prudent Man Investment Management, Inc. DFUV ($43.44) 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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