Weinberger Asset Management, Inc DFUV Holdings History
Weinberger Asset Management, Inc's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 99,415.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $4.20 Mil. This investment constitutes 1.62% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.04% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q4. And since then Weinberger Asset Management, Inc has made 11 purchases of DFUV, at an average price of $37.76, for a total of 99,415.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Weinberger Asset Management, Inc's estimated gain on his DFUV holdings is $478,946.40, reflecting a 12.76% gain to date.
Weinberger Asset Management, Inc DFUV ($42.58) Holding Chart
Weinberger Asset Management, 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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