CarsonAllaria Wealth Management, Ltd. DFUS Holdings History
CarsonAllaria Wealth Management, Ltd.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 266,047.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $16.09 Mil. This investment constitutes 9.32% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.12% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 11 purchases of DFUS, at an average price of $48.64, for a total of 270,244.00 shares. In addition, there have been 2 sales at an average price of $58.95 for 4,197.00 shares. Based on historical transaction data and DFUS's current price of $66.72, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his DFUS holdings is $4.85 Mil, reflecting a 36.93% gain to date.
CarsonAllaria Wealth Management, Ltd. DFUS ($66.72) Holding Chart
CarsonAllaria Wealth Management, Ltd. DFUS ($66.72) 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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