Number of Shares
39,043.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
0.41%
Total Estimate Gain
$96,826.64
% of Total Estimate Gain
6.09%

Triangle Securities Wealth Management's Dimensional International Value ETF Holding Summary

As of 2025-06-30, Triangle Securities Wealth Management held 39,043.00 shares of Dimensional International Value ETF(DFIV), totaling $1.67 Mil. This investment constitutes 0.41% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.01% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2025Q2. And since then Triangle Securities Wealth Management has made 1 purchases of DFIV, at an average price of $40.71, for a total of 39,043.00 shares. Based on historical transaction data and DFIV's current price of $43.19, Triangle Securities Wealth Management's estimated gain on his DFIV holdings is $96,826.64, reflecting a 6.09% gain to date.

Triangle Securities Wealth Management DFIV ($43.19) Holding Chart

Triangle Securities Wealth Management 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 %

Top Ranked Articles

  • 1