SAGE PRIVATE WEALTH GROUP, LLC DFIV Holdings History
Number of Shares
6,440.00
Current Holdings Value*
$253,480.00
% of Portfolio
0.19%
Total Estimate Gain
$29,366.40
% of Total Estimate Gain
11.95%
SAGE PRIVATE WEALTH GROUP, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 6,440.00 shares of Dimensional International Value ETF(DFIV), totaling $253,480.00. This investment constitutes 0.19% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2025Q1. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 1 purchases of DFIV, at an average price of $38.16, for a total of 6,440.00 shares. Based on historical transaction data and DFIV's current price of $42.72, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his DFIV holdings is $29,366.40, reflecting a 11.95% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC DFIV ($42.72) Holding Chart
SAGE PRIVATE WEALTH GROUP, LLC DFIV ($42.72) 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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