Relaxing Retirement Coach DFLV Holdings History
Number of Shares
443,282.00
Current Holdings Value*
$11.26 Mil
% of Portfolio
3.39%
Total Estimate Gain
$2.85 Mil
% of Total Estimate Gain
25.88%
Relaxing Retirement Coach's Dimensional US Large Cap Value ETF Holding Summary
As of 2023-06-30, Relaxing Retirement Coach held 443,282.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $11.26 Mil. This investment constitutes 3.39% of their stock portfolio, and Relaxing Retirement Coach now holds 2.18% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2022Q4. And since then Relaxing Retirement Coach has made 3 purchases of DFLV, at an average price of $24.83, for a total of 443,282.00 shares. Based on historical transaction data and DFLV's current price of $31.26, Relaxing Retirement Coach's estimated gain on his DFLV holdings is $2.85 Mil, reflecting a 25.88% gain to date.
Relaxing Retirement Coach DFLV ($31.26) Holding Chart
Relaxing Retirement Coach DFLV ($31.26) 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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