Disciplined Equity Management, Inc. DFUS Holdings History
Disciplined Equity Management, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Disciplined Equity Management, Inc. held 456,371.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $27.60 Mil. This investment constitutes 19.2% of their stock portfolio, and Disciplined Equity Management, Inc. now holds 0.21% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Disciplined Equity Management, Inc. has made 7 purchases of DFUS, at an average price of $49.47, for a total of 506,813.00 shares. In addition, there have been 6 sales at an average price of $59.04 for 50,442.00 shares. Based on historical transaction data and DFUS's current price of $67.01, Disciplined Equity Management, Inc.'s estimated gain on his DFUS holdings is $8.49 Mil, reflecting a 33.85% gain to date.
Disciplined Equity Management, Inc. DFUS ($67.01) Holding Chart
Disciplined Equity Management, Inc. DFUS ($67.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
