Daner Wealth Management, LLC DFAS Holdings History
Number of Shares
131,685.00
Current Holdings Value*
$8.94 Mil
% of Portfolio
6.56%
Total Estimate Gain
$-185,675.85
% of Total Estimate Gain
-2.11%
Daner Wealth Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 131,685.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $8.94 Mil. This investment constitutes 6.56% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.09% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFAS's current price of $65.52, Daner Wealth Management, LLC's estimated gain on his DFAS holdings is $-185,675.85, reflecting a -2.11% gain to date.
Daner Wealth Management, LLC DFAS ($65.52) Holding Chart
Daner Wealth Management, LLC DFAS ($65.52) 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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