CRITERION CAPITAL ADVISORS, LLC DFAS Holdings History
CRITERION CAPITAL ADVISORS, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 112,247.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $6.74 Mil. This investment constitutes 4.25% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0.08% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 2 purchases of DFAS, at an average price of $54.41, for a total of 112,247.00 shares. Based on historical transaction data and DFAS's current price of $65.69, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his DFAS holdings is $1.27 Mil, reflecting a 20.73% gain to date.
CRITERION CAPITAL ADVISORS, LLC DFAS ($65.69) Holding Chart
CRITERION CAPITAL ADVISORS, LLC DFAS ($65.69) 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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