Symmetry Panoramic Tax-Managed Global Equity Fund DFUV Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 197,688.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.43 Mil. This investment constitutes 12.44% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.07% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 3 purchases of DFUV, at an average price of $33.82, for a total of 218,573.00 shares. In addition, there have been 2 sales at an average price of $41.71 for 20,885.00 shares. Based on historical transaction data and DFUV's current price of $43.49, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his DFUV holdings is $2.08 Mil, reflecting a 28.10% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund DFUV ($43.49) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund DFUV ($43.49) 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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