WPWealth LLP DFUV Holdings History
WPWealth LLP's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 320,832.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $13.13 Mil. This investment constitutes 2.68% of their stock portfolio, and WPWealth LLP now holds 0.12% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then WPWealth LLP has made 2 purchases of DFUV, at an average price of $33.42, for a total of 509,736.00 shares. In addition, there have been 6 sales at an average price of $34.82 for 188,904.00 shares. Based on historical transaction data and DFUV's current price of $42.91, WPWealth LLP's estimated gain on his DFUV holdings is $3.31 Mil, reflecting a 19.44% gain to date.
WPWealth LLP DFUV ($42.91) Holding Chart
WPWealth LLP DFUV ($42.91) 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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