Number of Shares
118,607.00
Current Holdings Value*
$7.09 Mil
% of Portfolio
4.76%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
17.10%

Cedar Point Capital Partners, LLC's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, Cedar Point Capital Partners, LLC held 118,607.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $7.09 Mil. This investment constitutes 4.76% of their stock portfolio, and Cedar Point Capital Partners, 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 Cedar Point Capital Partners, LLC has made 3 purchases of DFAS, at an average price of $54.01, for a total of 124,067.00 shares. In addition, there have been 2 sales at an average price of $64.87 for 5,460.00 shares. Based on historical transaction data and DFAS's current price of $63.17, Cedar Point Capital Partners, LLC's estimated gain on his DFAS holdings is $1.15 Mil, reflecting a 17.10% gain to date.

Cedar Point Capital Partners, LLC DFAS ($63.17) Holding Chart

Cedar Point Capital Partners, LLC DFAS ($63.17) 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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