Number of Shares
157,500.00
Current Holdings Value*
$9.53 Mil
% of Portfolio
6.4%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
35.17%

Cedar Point Capital Partners, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Cedar Point Capital Partners, LLC held 157,500.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $9.53 Mil. This investment constitutes 6.4% of their stock portfolio, and Cedar Point Capital Partners, LLC now holds 0.07% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2023Q4. And since then Cedar Point Capital Partners, LLC has made 2 purchases of DFUS, at an average price of $48.70, for a total of 170,257.00 shares. In addition, there have been 3 sales at an average price of $59.41 for 12,757.00 shares. Based on historical transaction data and DFUS's current price of $66.35, Cedar Point Capital Partners, LLC's estimated gain on his DFUS holdings is $2.92 Mil, reflecting a 35.17% gain to date.

Cedar Point Capital Partners, LLC DFUS ($66.35) Holding Chart

Cedar Point Capital Partners, LLC DFUS ($66.35) 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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