SENTINEL PENSION ADVISORS, LLC DFLV Holdings History
SENTINEL PENSION ADVISORS, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 159,445.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $4.95 Mil. This investment constitutes 0.83% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.14% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2025Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 1 purchases of DFLV, at an average price of $29.62, for a total of 159,445.00 shares. Based on historical transaction data and DFLV's current price of $31.96, SENTINEL PENSION ADVISORS, LLC's estimated gain on his DFLV holdings is $373,101.30, reflecting a 7.90% gain to date.
SENTINEL PENSION ADVISORS, LLC DFLV ($31.96) Holding Chart
SENTINEL PENSION ADVISORS, LLC DFLV ($31.96) 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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