Number of Shares
100,674.00
Current Holdings Value*
$4.15 Mil
% of Portfolio
3.7%
Total Estimate Gain
$12,888.24
% of Total Estimate Gain
0.30%

Trace Wealth Advisors, LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, Trace Wealth Advisors, LLC held 100,674.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $4.15 Mil. This investment constitutes 3.7% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.04% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of DFUV, at an average price of $42.45, for a total of 100,674.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Trace Wealth Advisors, LLC's estimated gain on his DFUV holdings is $12,888.24, reflecting a 0.30% gain to date.

Trace Wealth Advisors, LLC DFUV ($42.58) Holding Chart

Trace Wealth Advisors, LLC DFUV ($42.58) 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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