CPA Asset Management LLC DFAS Holdings History
CPA Asset Management LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 65,740.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $4.19 Mil. This investment constitutes 1.76% of their stock portfolio, and CPA Asset Management LLC now holds 0.04% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 9 purchases of DFAS, at an average price of $57.32, for a total of 67,074.00 shares. In addition, there have been 1 sales at an average price of $64.31 for 1,334.00 shares. Based on historical transaction data and DFAS's current price of $65.25, CPA Asset Management LLC's estimated gain on his DFAS holdings is $530,675.08, reflecting a 13.80% gain to date.
CPA Asset Management LLC DFAS ($65.25) Holding Chart
CPA Asset Management LLC DFAS ($65.25) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
