Whalen Wealth Management Inc. DFIV Holdings History
Whalen Wealth Management Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 110,675.00 shares of Dimensional International Value ETF(DFIV), totaling $4.36 Mil. This investment constitutes 2.91% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.05% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2025Q1. And since then Whalen Wealth Management Inc. has made 1 purchases of DFIV, at an average price of $38.16, for a total of 110,675.00 shares. Based on historical transaction data and DFIV's current price of $44.30, Whalen Wealth Management Inc.'s estimated gain on his DFIV holdings is $679,544.50, reflecting a 16.09% gain to date.
Whalen Wealth Management Inc. DFIV ($44.30) Holding Chart
Whalen Wealth Management Inc. DFIV ($44.30) 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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