WorthPointe, LLC DFUV Holdings History
WorthPointe, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 534,081.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $22.01 Mil. This investment constitutes 9.84% of their stock portfolio, and WorthPointe, LLC now holds 0.2% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then WorthPointe, LLC has made 6 purchases of DFUV, at an average price of $33.37, for a total of 607,723.00 shares. In addition, there have been 6 sales at an average price of $39.76 for 73,642.00 shares. Based on historical transaction data and DFUV's current price of $42.99, WorthPointe, LLC's estimated gain on his DFUV holdings is $5.61 Mil, reflecting a 27.64% gain to date.
WorthPointe, LLC DFUV ($42.99) Holding Chart
WorthPointe, LLC DFUV ($42.99) 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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