Coston, McIsaac & Partners DFUS Holdings History
Number of Shares
72,535.00
Current Holdings Value*
$4.39 Mil
% of Portfolio
1.49%
Total Estimate Gain
$398,039.73
% of Total Estimate Gain
8.74%
Coston, McIsaac & Partners's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Coston, McIsaac & Partners held 72,535.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $4.39 Mil. This investment constitutes 1.49% of their stock portfolio, and Coston, McIsaac & Partners now holds 0.03% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q1. And since then Coston, McIsaac & Partners has made 5 purchases of DFUS, at an average price of $62.75, for a total of 72,535.00 shares. Based on historical transaction data and DFUS's current price of $68.24, Coston, McIsaac & Partners's estimated gain on his DFUS holdings is $398,039.73, reflecting a 8.74% gain to date.
Coston, McIsaac & Partners DFUS ($68.24) Holding Chart
Coston, McIsaac & Partners DFUS ($68.24) 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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