Number of Shares
108,611.00
Current Holdings Value*
$6.57 Mil
% of Portfolio
3.27%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
31.13%

BAYSHORE ASSET MANAGEMENT, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, BAYSHORE ASSET MANAGEMENT, LLC held 108,611.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $6.57 Mil. This investment constitutes 3.27% of their stock portfolio, and BAYSHORE ASSET MANAGEMENT, LLC now holds 0.05% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q4. And since then BAYSHORE ASSET MANAGEMENT, LLC has made 6 purchases of DFUS, at an average price of $50.12, for a total of 127,158.00 shares. In addition, there have been 7 sales at an average price of $51.02 for 18,547.00 shares. Based on historical transaction data and DFUS's current price of $68.24, BAYSHORE ASSET MANAGEMENT, LLC's estimated gain on his DFUS holdings is $1.98 Mil, reflecting a 31.13% gain to date.

BAYSHORE ASSET MANAGEMENT, LLC DFUS ($68.24) Holding Chart

BAYSHORE ASSET MANAGEMENT, LLC DFUS ($68.24) 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 %

Top Ranked Articles

  • 1