Tumwater Wealth Management, LLC DFLV Holdings History
Tumwater Wealth Management, LLC's Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 812,329.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $24.83 Mil. This investment constitutes 12.95% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.73% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2024Q4. And since then Tumwater Wealth Management, LLC has made 1 purchases of DFLV, at an average price of $31.28, for a total of 812,329.00 shares. Based on historical transaction data and DFLV's current price of $31.26, Tumwater Wealth Management, LLC's estimated gain on his DFLV holdings is $-18,772.27, reflecting a -0.07% gain to date.
Tumwater Wealth Management, LLC DFLV ($31.26) Holding Chart
Tumwater Wealth Management, 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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