DOWLING & YAHNKE LLC DFUS Holdings History

Number of Shares
1.25 Mil
Current Holdings Value*
$48.37 Mil
% of Portfolio
2.25%
Total Estimate Gain
$25.01 Mil
% of Total Estimate Gain
40.48%

DOWLING & YAHNKE LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2022-09-30, DOWLING & YAHNKE LLC held 1.25 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $48.37 Mil. This investment constitutes 2.25% of their stock portfolio, and DOWLING & YAHNKE LLC now holds 0.96% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q3. And since then DOWLING & YAHNKE LLC has made 3 purchases of DFUS, at an average price of $47.78, for a total of 1.29 Mil shares. In addition, there have been 2 sales at an average price of $49.59 for 46,860.00 shares. Based on historical transaction data and DFUS's current price of $67.78, DOWLING & YAHNKE LLC's estimated gain on his DFUS holdings is $25.01 Mil, reflecting a 40.48% gain to date.

DOWLING & YAHNKE LLC DFUS ($67.78) Holding Chart

DOWLING & YAHNKE LLC DFUS ($67.78) 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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