Total Wealth Planning, LLC DFIV Holdings History
Total Wealth Planning, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 839,021.00 shares of Dimensional International Value ETF(DFIV), totaling $33.02 Mil. This investment constitutes 5.05% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.34% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q2. And since then Total Wealth Planning, LLC has made 12 purchases of DFIV, at an average price of $32.54, for a total of 839,021.00 shares. Based on historical transaction data and DFIV's current price of $43.19, Total Wealth Planning, LLC's estimated gain on his DFIV holdings is $8.93 Mil, reflecting a 32.72% gain to date.
Total Wealth Planning, LLC DFIV ($43.19) Holding Chart
Total Wealth Planning, LLC DFIV ($43.19) 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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