DOWLING & YAHNKE LLC DFUS Holdings History
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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