Birchcreek Wealth Management, LLC DFAS Holdings History
Birchcreek Wealth Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Birchcreek Wealth Management, LLC held 52,899.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $3.16 Mil. This investment constitutes 1.99% of their stock portfolio, and Birchcreek Wealth Management, LLC now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q2. And since then Birchcreek Wealth Management, LLC has made 5 purchases of DFAS, at an average price of $62.01, for a total of 59,662.00 shares. In addition, there have been 3 sales at an average price of $59.73 for 6,763.00 shares. Based on historical transaction data and DFAS's current price of $65.76, Birchcreek Wealth Management, LLC's estimated gain on his DFAS holdings is $183,210.97, reflecting a 4.95% gain to date.
Birchcreek Wealth Management, LLC DFAS ($65.76) Holding Chart
Birchcreek Wealth Management, 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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