Regal Wealth Group, Inc. DFLV Holdings History
Regal Wealth Group, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 822,968.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $22.12 Mil. This investment constitutes 13.65% of their stock portfolio, and Regal Wealth Group, Inc. now holds 4.05% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then Regal Wealth Group, Inc. has made 3 purchases of DFLV, at an average price of $24.64, for a total of 826,379.00 shares. In addition, there have been 1 sales at an average price of $25.16 for 3,411.00 shares. Based on historical transaction data and DFLV's current price of $31.34, Regal Wealth Group, Inc.'s estimated gain on his DFLV holdings is $5.51 Mil, reflecting a 27.07% gain to date.
Regal Wealth Group, Inc. DFLV ($31.34) Holding Chart
Regal Wealth Group, Inc. DFLV ($31.34) 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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