Number of Shares
72,535.00
Current Holdings Value*
$4.39 Mil
% of Portfolio
1.49%
Total Estimate Gain
$431,768.50
% of Total Estimate Gain
9.49%

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 $68.71, Coston, McIsaac & Partners's estimated gain on his DFUS holdings is $431,768.50, reflecting a 9.49% gain to date.

Coston, McIsaac & Partners DFUS ($68.71) Holding Chart

Coston, McIsaac & Partners DFUS ($68.71) 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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