STAGE HARBOR FINANCIAL, LLC DXUV Holdings History
STAGE HARBOR FINANCIAL, LLC's Dimensional US Vector Equity ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 18,699.00 shares of Dimensional US Vector Equity ETF(DXUV), totaling $939,740.00. This investment constitutes 0.8% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.47% of the outstanding Dimensional US Vector Equity ETF(DXUV) stock.
The initial trade took place in 2024Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 2 purchases of DXUV, at an average price of $53.32, for a total of 18,699.00 shares. Based on historical transaction data and DXUV's current price of $55.43, STAGE HARBOR FINANCIAL, LLC's estimated gain on his DXUV holdings is $39,370.80, reflecting a 3.95% gain to date.
STAGE HARBOR FINANCIAL, LLC DXUV ($55.43) Holding Chart
STAGE HARBOR FINANCIAL, LLC DXUV ($55.43) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
