Divergent Planning, LLC DFAS Holdings History
Divergent Planning, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Divergent Planning, LLC held 471,570.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $28.71 Mil. This investment constitutes 9.52% of their stock portfolio, and Divergent Planning, LLC now holds 0.31% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q1. And since then Divergent Planning, LLC has made 5 purchases of DFAS, at an average price of $64.29, for a total of 471,570.00 shares. Based on historical transaction data and DFAS's current price of $63.56, Divergent Planning, LLC's estimated gain on his DFAS holdings is $-344,043.52, reflecting a -1.13% gain to date.
Divergent Planning, LLC DFAS ($63.56) Holding Chart
Divergent Planning, LLC DFAS ($63.56) 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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