Number of Shares
100,719.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
2.94%
Total Estimate Gain
$813,501.56
% of Total Estimate Gain
23.22%

Vannoy Advisory Group, Inc.'s Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, Vannoy Advisory Group, Inc. held 100,719.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $4.26 Mil. This investment constitutes 2.94% of their stock portfolio, and Vannoy Advisory Group, Inc. now holds 0.04% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2023Q4. And since then Vannoy Advisory Group, Inc. has made 5 purchases of DFUV, at an average price of $34.55, for a total of 101,373.00 shares. In addition, there have been 1 sales at an average price of $42.46 for 654.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Vannoy Advisory Group, Inc.'s estimated gain on his DFUV holdings is $813,501.56, reflecting a 23.22% gain to date.

Vannoy Advisory Group, Inc. DFUV ($42.58) Holding Chart

Vannoy Advisory Group, Inc. DFUV ($42.58) 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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