Ridgeline Wealth, LLC DFUS Holdings History
Ridgeline Wealth, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 79,993.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $5.36 Mil. This investment constitutes 4.37% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.03% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $62.32 for 20,059.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Ridgeline Wealth, LLC's estimated gain on his DFUS holdings is $280,654.87, reflecting a 4.37% gain to date.
Ridgeline Wealth, LLC DFUS ($68.13) Holding Chart
Ridgeline Wealth, LLC DFUS ($68.13) 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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