Symmetry Panoramic Tax-Managed Global Equity Fund DFIV Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Dimensional International Value ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 79,585.00 shares of Dimensional International Value ETF(DFIV), totaling $3.08 Mil. This investment constitutes 4.54% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.03% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 1 purchases of DFIV, at an average price of $32.97, for a total of 99,094.00 shares. In addition, there have been 2 sales at an average price of $34.90 for 19,509.00 shares. Based on historical transaction data and DFIV's current price of $44.63, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his DFIV holdings is $965,878.71, reflecting a 29.57% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund DFIV ($44.63) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund DFIV ($44.63) 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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