CAPITAL PERFORMANCE ADVISORS LLP DFUS Holdings History
EARNED WEALTH ADVISORS, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 169,217.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $10.23 Mil. This investment constitutes 2.25% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.08% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 9 purchases of DFUS, at an average price of $50.90, for a total of 178,633.00 shares. In addition, there have been 4 sales at an average price of $46.45 for 9,416.00 shares. Based on historical transaction data and DFUS's current price of $66.85, EARNED WEALTH ADVISORS, LLC's estimated gain on his DFUS holdings is $2.66 Mil, reflecting a 29.22% gain to date.
EARNED WEALTH ADVISORS, LLC DFUS ($66.85) Holding Chart
EARNED WEALTH ADVISORS, LLC DFUS ($66.85) 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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