Tobias Financial Advisors, Inc. DFLV Holdings History
Tobias Financial Advisors, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 474,044.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $14.49 Mil. This investment constitutes 2.81% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.43% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then Tobias Financial Advisors, Inc. has made 8 purchases of DFLV, at an average price of $27.08, for a total of 474,317.00 shares. In addition, there have been 1 sales at an average price of $29.79 for 273.00 shares. Based on historical transaction data and DFLV's current price of $31.02, Tobias Financial Advisors, Inc.'s estimated gain on his DFLV holdings is $1.87 Mil, reflecting a 14.54% gain to date.
Tobias Financial Advisors, Inc. DFLV ($31.02) Holding Chart
Tobias Financial Advisors, Inc. DFLV ($31.02) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
