Stone Summit Wealth LLC DFIV Holdings History
Stone Summit Wealth LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Stone Summit Wealth LLC held 160,962.00 shares of Dimensional International Value ETF(DFIV), totaling $6.34 Mil. This investment constitutes 2.15% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.07% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 13 purchases of DFIV, at an average price of $33.58, for a total of 160,962.00 shares. Based on historical transaction data and DFIV's current price of $42.79, Stone Summit Wealth LLC's estimated gain on his DFIV holdings is $1.48 Mil, reflecting a 27.44% gain to date.
Stone Summit Wealth LLC DFIV ($42.79) Holding Chart
Stone Summit Wealth LLC DFIV ($42.79) 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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