Advisory Services & Investments, LLC DFAS Holdings History
Advisory Services & Investments, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 189,157.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $12.27 Mil. This investment constitutes 8.35% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.14% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q3. And since then Advisory Services & Investments, LLC has made 12 purchases of DFAS, at an average price of $52.73, for a total of 202,373.00 shares. In addition, there have been 1 sales at an average price of $62.59 for 13,216.00 shares. Based on historical transaction data and DFAS's current price of $65.69, Advisory Services & Investments, LLC's estimated gain on his DFAS holdings is $2.58 Mil, reflecting a 24.18% gain to date.
Advisory Services & Investments, LLC DFAS ($65.69) Holding Chart
Advisory Services & Investments, LLC DFAS ($65.69) 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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