Resource Planning Group DFUV Holdings History
Number of Shares
68,385.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
1.62%
Total Estimate Gain
$479,378.85
% of Total Estimate Gain
20.37%
Resource Planning Group's Dimensional US Marketwide Value ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 68,385.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $2.55 Mil. This investment constitutes 1.62% of their stock portfolio, and Resource Planning Group now holds 0.03% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2023Q4. And since then Resource Planning Group has made 1 purchases of DFUV, at an average price of $34.42, for a total of 68,385.00 shares. Based on historical transaction data and DFUV's current price of $41.43, Resource Planning Group's estimated gain on his DFUV holdings is $479,378.85, reflecting a 20.37% gain to date.
Resource Planning Group DFUV ($41.43) Holding Chart
Resource Planning Group DFUV ($41.43) 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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