Number of Shares
119,076.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
6.16%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
32.81%

Valued Retirements, Inc.'s Dimensional International Value ETF Holding Summary

As of 2025-03-31, Valued Retirements, Inc. held 119,076.00 shares of Dimensional International Value ETF(DFIV), totaling $4.69 Mil. This investment constitutes 6.16% of their stock portfolio, and Valued Retirements, Inc. now holds 0.04% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2023Q4. And since then Valued Retirements, Inc. has made 1 purchases of DFIV, at an average price of $33.11, for a total of 130,147.00 shares. In addition, there have been 3 sales at an average price of $37.20 for 11,071.00 shares. Based on historical transaction data and DFIV's current price of $44.61, Valued Retirements, Inc.'s estimated gain on his DFIV holdings is $1.41 Mil, reflecting a 32.81% gain to date.

Valued Retirements, Inc. DFIV ($44.61) Holding Chart

Valued Retirements, Inc. DFIV ($44.61) 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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