AG Asset Advisory, LLC DFAS Holdings History
AG Asset Advisory, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, AG Asset Advisory, LLC held 30,008.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $1.79 Mil. This investment constitutes 1.84% of their stock portfolio, and AG Asset Advisory, LLC now holds 0.02% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then AG Asset Advisory, LLC has made 1 purchases of DFAS, at an average price of $66.62, for a total of 30,008.00 shares. Based on historical transaction data and DFAS's current price of $66.33, AG Asset Advisory, LLC's estimated gain on his DFAS holdings is $-8,695.94, reflecting a -0.43% gain to date.
AG Asset Advisory, LLC DFAS ($66.33) Holding Chart
AG Asset Advisory, LLC DFAS ($66.33) 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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