Adero Partners, LLC DFAR Holdings History
Adero Partners, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Adero Partners, LLC held 3.13 Mil shares of Dimensional US Real Estate ETF(DFAR), totaling $74.43 Mil. This investment constitutes 4.87% of their stock portfolio, and Adero Partners, LLC now holds 5.66% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q2. And since then Adero Partners, LLC has made 8 purchases of DFAR, at an average price of $22.12, for a total of 3.24 Mil shares. In addition, there have been 4 sales at an average price of $21.07 for 109,029.00 shares. Based on historical transaction data and DFAR's current price of $23.76, Adero Partners, LLC's estimated gain on his DFAR holdings is $5.01 Mil, reflecting a 6.98% gain to date.
Adero Partners, LLC DFAR ($23.76) Holding Chart
Adero Partners, LLC DFAR ($23.76) 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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