Adero Partners, LLC DFAS Holdings History
Adero Partners, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Adero Partners, LLC held 788,381.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $47.11 Mil. This investment constitutes 3.08% of their stock portfolio, and Adero Partners, LLC now holds 0.51% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q3. And since then Adero Partners, LLC has made 14 purchases of DFAS, at an average price of $57.33, for a total of 798,248.00 shares. In addition, there have been 1 sales at an average price of $51.92 for 9,867.00 shares. Based on historical transaction data and DFAS's current price of $65.65, Adero Partners, LLC's estimated gain on his DFAS holdings is $6.50 Mil, reflecting a 14.21% gain to date.
Adero Partners, LLC DFAS ($65.65) Holding Chart
Adero Partners, LLC DFAS ($65.65) 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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