BCM ADVISORS, LLC DFAS Holdings History

Number of Shares
42,113.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
0.57%
Total Estimate Gain
$308,843.66
% of Total Estimate Gain
12.35%

BCM ADVISORS, LLC's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, BCM ADVISORS, LLC held 42,113.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $2.51 Mil. This investment constitutes 0.57% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2021Q3. And since then BCM ADVISORS, LLC has made 14 purchases of DFAS, at an average price of $58.78, for a total of 42,548.00 shares. In addition, there have been 1 sales at an average price of $52.04 for 435.00 shares. Based on historical transaction data and DFAS's current price of $66.18, BCM ADVISORS, LLC's estimated gain on his DFAS holdings is $308,843.66, reflecting a 12.35% gain to date.

BCM ADVISORS, LLC DFAS ($66.18) Holding Chart

BCM ADVISORS, LLC DFAS ($66.18) 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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