COLLECTIVE FAMILY OFFICE LLC DFAS Holdings History
COLLECTIVE FAMILY OFFICE LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, COLLECTIVE FAMILY OFFICE LLC held 97,661.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $6.22 Mil. This investment constitutes 1.6% of their stock portfolio, and COLLECTIVE FAMILY OFFICE LLC now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q1. And since then COLLECTIVE FAMILY OFFICE LLC has made 9 purchases of DFAS, at an average price of $57.24, for a total of 116,921.00 shares. In addition, there have been 5 sales at an average price of $55.35 for 19,260.00 shares. Based on historical transaction data and DFAS's current price of $65.72, COLLECTIVE FAMILY OFFICE LLC's estimated gain on his DFAS holdings is $791,914.02, reflecting a 11.83% gain to date.
COLLECTIVE FAMILY OFFICE LLC DFAS ($65.72) Holding Chart
COLLECTIVE FAMILY OFFICE LLC DFAS ($65.72) 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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