Tumwater Wealth Management, LLC DFUV Holdings History
Number of Shares
84,677.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
1.82%
Total Estimate Gain
$30,483.72
% of Total Estimate Gain
0.85%
Tumwater Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 84,677.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $3.49 Mil. This investment constitutes 1.82% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.03% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFUV's current price of $42.82, Tumwater Wealth Management, LLC's estimated gain on his DFUV holdings is $30,483.72, reflecting a 0.85% gain to date.
Tumwater Wealth Management, LLC DFUV ($42.82) Holding Chart
Tumwater Wealth Management, LLC DFUV ($42.82) 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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