Wealth Architects, LLC DFUV Holdings History
Wealth Architects, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 712,921.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $29.38 Mil. This investment constitutes 3.24% of their stock portfolio, and Wealth Architects, LLC now holds 0.26% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Wealth Architects, LLC has made 3 purchases of DFUV, at an average price of $33.49, for a total of 861,216.00 shares. In addition, there have been 9 sales at an average price of $35.74 for 148,295.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Wealth Architects, LLC's estimated gain on his DFUV holdings is $6.82 Mil, reflecting a 23.64% gain to date.
Wealth Architects, LLC DFUV ($42.58) Holding Chart
Wealth Architects, LLC 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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