SOUNDMARK WEALTH MANAGEMENT, LLC DFUV Holdings History
SOUNDMARK WEALTH MANAGEMENT, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of Dimensional US Marketwide Value ETF(DFUV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 2 purchases of DFUV, at an average price of $33.24, for a total of 291,484.00 shares. In addition, there have been 7 sales at an average price of $39.19 for 291,484.00 shares. Based on historical transaction data and DFUV's current price of $42.58, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his DFUV holdings is $1.73 Mil, reflecting a 17.90% gain to date.
SOUNDMARK WEALTH MANAGEMENT, LLC DFUV ($42.58) Holding Chart
SOUNDMARK WEALTH MANAGEMENT, LLC DFUV ($42.58) 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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