Wealthstream Advisors, Inc. DFUV Holdings History
Wealthstream Advisors, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 157,147.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $6.48 Mil. This investment constitutes 1.21% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.06% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Wealthstream Advisors, Inc. has made 2 purchases of DFUV, at an average price of $33.27, for a total of 187,725.00 shares. In addition, there have been 9 sales at an average price of $38.05 for 30,578.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Wealthstream Advisors, Inc.'s estimated gain on his DFUV holdings is $1.61 Mil, reflecting a 25.77% gain to date.
Wealthstream Advisors, Inc. DFUV ($42.58) Holding Chart
Wealthstream Advisors, 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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