Colorado Capital Management, Inc. DFAS Holdings History
Colorado Capital Management, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Colorado Capital Management, Inc. held 147,749.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $8.83 Mil. This investment constitutes 4.17% of their stock portfolio, and Colorado Capital Management, Inc. now holds 0.1% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q3. And since then Colorado Capital Management, Inc. has made 9 purchases of DFAS, at an average price of $59.20, for a total of 155,462.00 shares. In addition, there have been 6 sales at an average price of $53.71 for 7,713.00 shares. Based on historical transaction data and DFAS's current price of $63.72, Colorado Capital Management, Inc.'s estimated gain on his DFAS holdings is $625,051.17, reflecting a 6.79% gain to date.
Colorado Capital Management, Inc. DFAS ($63.72) Holding Chart
Colorado Capital Management, Inc. DFAS ($63.72) 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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