Shotwell Rutter Baer Inc DFIV Holdings History
Number of Shares
138,862.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
4.37%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
29.25%
Shotwell Rutter Baer Inc's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 138,862.00 shares of Dimensional International Value ETF(DFIV), totaling $4.96 Mil. This investment constitutes 4.37% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.06% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 5 purchases of DFIV, at an average price of $32.94, for a total of 138,862.00 shares. Based on historical transaction data and DFIV's current price of $42.57, Shotwell Rutter Baer Inc's estimated gain on his DFIV holdings is $1.34 Mil, reflecting a 29.25% gain to date.
Shotwell Rutter Baer Inc DFIV ($42.57) Holding Chart
Shotwell Rutter Baer Inc DFIV ($42.57) 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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