WPWealth LLP DFLV Holdings History
WPWealth LLP's Dimensional US Large Cap Value ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 1.55 Mil shares of Dimensional US Large Cap Value ETF(DFLV), totaling $46.55 Mil. This investment constitutes 9.51% of their stock portfolio, and WPWealth LLP now holds 1.57% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2022Q4. And since then WPWealth LLP has made 8 purchases of DFLV, at an average price of $26.68, for a total of 1.55 Mil shares. Based on historical transaction data and DFLV's current price of $31.70, WPWealth LLP's estimated gain on his DFLV holdings is $7.79 Mil, reflecting a 18.84% gain to date.
WPWealth LLP DFLV ($31.70) Holding Chart
WPWealth LLP DFLV ($31.70) 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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