Dynamic Advisor Solutions LLC DFUS Holdings History
Dynamic Advisor Solutions LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Dynamic Advisor Solutions LLC held 637,122.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $42.70 Mil. This investment constitutes 1.32% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.27% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q2. And since then Dynamic Advisor Solutions LLC has made 13 purchases of DFUS, at an average price of $49.56, for a total of 761,644.00 shares. In addition, there have been 4 sales at an average price of $50.62 for 124,522.00 shares. Based on historical transaction data and DFUS's current price of $68.06, Dynamic Advisor Solutions LLC's estimated gain on his DFUS holdings is $11.92 Mil, reflecting a 31.59% gain to date.
Dynamic Advisor Solutions LLC DFUS ($68.06) Holding Chart
Dynamic Advisor Solutions LLC DFUS ($68.06) 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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