STAGE HARBOR FINANCIAL, LLC DFLV Holdings History
STAGE HARBOR FINANCIAL, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 491,275.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $15.02 Mil. This investment constitutes 12.72% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.44% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 5 purchases of DFLV, at an average price of $27.22, for a total of 491,275.00 shares. Based on historical transaction data and DFLV's current price of $31.26, STAGE HARBOR FINANCIAL, LLC's estimated gain on his DFLV holdings is $1.98 Mil, reflecting a 14.83% gain to date.
STAGE HARBOR FINANCIAL, LLC DFLV ($31.26) Holding Chart
STAGE HARBOR FINANCIAL, LLC DFLV ($31.26) 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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