BWM Planning, LLC DFAS Holdings History

Number of Shares
142,870.00
Current Holdings Value*
$8.54 Mil
% of Portfolio
3.61%
Total Estimate Gain
$470,720.54
% of Total Estimate Gain
5.04%

BWM Planning, LLC's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, BWM Planning, LLC held 142,870.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $8.54 Mil. This investment constitutes 3.61% of their stock portfolio, and BWM Planning, LLC now holds 0.09% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 1 purchases of DFAS, at an average price of $62.65, for a total of 149,062.00 shares. In addition, there have been 1 sales at an average price of $66.93 for 6,192.00 shares. Based on historical transaction data and DFAS's current price of $65.76, BWM Planning, LLC's estimated gain on his DFAS holdings is $470,720.54, reflecting a 5.04% gain to date.

BWM Planning, LLC DFAS ($65.76) Holding Chart

BWM Planning, LLC DFAS ($65.76) 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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