Valued Wealth Advisors LLC DFUS Holdings History
Valued Wealth Advisors LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 5,186.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $313,620.00. This investment constitutes 0.19% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 3 purchases of DFUS, at an average price of $48.77, for a total of 12,588.00 shares. In addition, there have been 2 sales at an average price of $63.64 for 7,402.00 shares. Based on historical transaction data and DFUS's current price of $65.80, Valued Wealth Advisors LLC's estimated gain on his DFUS holdings is $198,348.24, reflecting a 32.31% gain to date.
Valued Wealth Advisors LLC DFUS ($65.80) Holding Chart
Valued Wealth Advisors LLC DFUS ($65.80) 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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