Radnor Financial Advisors, LLC DFUV Holdings History
Radnor Financial Advisors, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2022-09-30, Radnor Financial Advisors, LLC held 1.79 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $53.01 Mil. This investment constitutes 18.64% of their stock portfolio, and Radnor Financial Advisors, LLC now holds 0.75% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Radnor Financial Advisors, LLC has made 2 purchases of DFUV, at an average price of $33.24, for a total of 1.79 Mil shares. Based on historical transaction data and DFUV's current price of $43.42, Radnor Financial Advisors, LLC's estimated gain on his DFUV holdings is $18.23 Mil, reflecting a 30.64% gain to date.
Radnor Financial Advisors, LLC DFUV ($43.42) Holding Chart
Radnor Financial Advisors, LLC DFUV ($43.42) 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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