Sanctuary Wealth Management, L.L.C. DFLV Holdings History
Sanctuary Wealth Management, L.L.C.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2024-12-31, Sanctuary Wealth Management, L.L.C. held 139,588.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $4.19 Mil. This investment constitutes 2.77% of their stock portfolio, and Sanctuary Wealth Management, L.L.C. now holds 0.14% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q1. And since then Sanctuary Wealth Management, L.L.C. has made 4 purchases of DFLV, at an average price of $30.12, for a total of 139,588.00 shares. Based on historical transaction data and DFLV's current price of $30.93, Sanctuary Wealth Management, L.L.C.'s estimated gain on his DFLV holdings is $113,653.62, reflecting a 2.70% gain to date.
Sanctuary Wealth Management, L.L.C. DFLV ($30.93) Holding Chart
Sanctuary Wealth Management, L.L.C. DFLV ($30.93) 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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