Number of Shares
629,018.00
Current Holdings Value*
$38.04 Mil
% of Portfolio
3.09%
Total Estimate Gain
$9.86 Mil
% of Total Estimate Gain
26.68%

Asset Dedication, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Asset Dedication, LLC held 629,018.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $38.04 Mil. This investment constitutes 3.09% of their stock portfolio, and Asset Dedication, LLC now holds 0.28% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q3. And since then Asset Dedication, LLC has made 13 purchases of DFUS, at an average price of $51.12, for a total of 723,303.00 shares. In addition, there have been 2 sales at an average price of $51.56 for 94,285.00 shares. Based on historical transaction data and DFUS's current price of $66.73, Asset Dedication, LLC's estimated gain on his DFUS holdings is $9.86 Mil, reflecting a 26.68% gain to date.

Asset Dedication, LLC DFUS ($66.73) Holding Chart

Asset Dedication, LLC DFUS ($66.73) 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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