BWM Planning, LLC DFAS Holdings History
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 $66.55, BWM Planning, LLC's estimated gain on his DFAS holdings is $583,587.84, reflecting a 6.25% gain to date.
BWM Planning, LLC DFAS ($66.55) Holding Chart
BWM Planning, LLC DFAS ($66.55) 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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