Babb Wealth Advisors LLC DFUS Holdings History
Babb Wealth Advisors LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 254,858.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $15.41 Mil. This investment constitutes 12.35% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.11% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DFUS, at an average price of $64.16, for a total of 254,858.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Babb Wealth Advisors LLC's estimated gain on his DFUS holdings is $1.19 Mil, reflecting a 7.25% gain to date.
Babb Wealth Advisors LLC DFUS ($68.81) Holding Chart
Babb Wealth Advisors LLC DFUS ($68.81) 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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