Total Wealth Planning, LLC DFLV Holdings History
Total Wealth Planning, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 986,879.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $30.61 Mil. This investment constitutes 3.87% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.83% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then Total Wealth Planning, LLC has made 10 purchases of DFLV, at an average price of $27.37, for a total of 986,879.00 shares. Based on historical transaction data and DFLV's current price of $31.26, Total Wealth Planning, LLC's estimated gain on his DFLV holdings is $3.83 Mil, reflecting a 14.20% gain to date.
Total Wealth Planning, LLC DFLV ($31.26) Holding Chart
Total Wealth Planning, 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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