Strategent Financial, LLC DFLV Holdings History
Number of Shares
79,572.00
Current Holdings Value*
$2.43 Mil
% of Portfolio
2.2%
Total Estimate Gain
$4,809.24
% of Total Estimate Gain
0.19%
Strategent Financial, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Strategent Financial, LLC held 79,572.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $2.43 Mil. This investment constitutes 2.2% of their stock portfolio, and Strategent Financial, LLC now holds 0.07% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q4. And since then Strategent Financial, LLC has made 1 purchases of DFLV, at an average price of $31.20, for a total of 79,572.00 shares. Based on historical transaction data and DFLV's current price of $31.26, Strategent Financial, LLC's estimated gain on his DFLV holdings is $4,809.24, reflecting a 0.19% gain to date.
Strategent Financial, LLC DFLV ($31.26) Holding Chart
Strategent 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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