True Wealth Design, LLC DFUS Holdings History
True Wealth Design, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 41,351.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $2.50 Mil. This investment constitutes 0.95% of their stock portfolio, and True Wealth Design, LLC now holds 0.02% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q1. And since then True Wealth Design, LLC has made 1 purchases of DFUS, at an average price of $43.31, for a total of 65,420.00 shares. In addition, there have been 7 sales at an average price of $52.30 for 24,069.00 shares. Based on historical transaction data and DFUS's current price of $68.51, True Wealth Design, LLC's estimated gain on his DFUS holdings is $1.26 Mil, reflecting a 44.41% gain to date.
True Wealth Design, LLC DFUS ($68.51) Holding Chart
True Wealth Design, LLC DFUS ($68.51) 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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