AG Asset Advisory, LLC DFUS Holdings History
AG Asset Advisory, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, AG Asset Advisory, LLC held 448,255.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $27.11 Mil. This investment constitutes 27.81% of their stock portfolio, and AG Asset Advisory, LLC now holds 0.2% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. And since then AG Asset Advisory, LLC has made 1 purchases of DFUS, at an average price of $64.16, for a total of 448,255.00 shares. Based on historical transaction data and DFUS's current price of $68.83, AG Asset Advisory, LLC's estimated gain on his DFUS holdings is $2.09 Mil, reflecting a 7.28% gain to date.
AG Asset Advisory, LLC DFUS ($68.83) Holding Chart
AG Asset Advisory, LLC DFUS ($68.83) 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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