Disciplined Equity Management, Inc. DFAS Holdings History
Disciplined Equity Management, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Disciplined Equity Management, Inc. held 282,096.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $16.86 Mil. This investment constitutes 11.72% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0.18% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. And since then Disciplined Equity Management, Inc. has made 9 purchases of DFAS, at an average price of $58.38, for a total of 302,739.00 shares. In addition, there have been 4 sales at an average price of $61.52 for 20,643.00 shares. Based on historical transaction data and DFAS's current price of $63.71, Disciplined Equity Management, Inc.'s estimated gain on his DFAS holdings is $1.57 Mil, reflecting a 8.87% gain to date.
Disciplined Equity Management, Inc. DFAS ($63.71) Holding Chart
Disciplined Equity Management, Inc. DFAS ($63.71) 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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