ESG Planning DBA Harper Investing DFAS Holdings History
ESG Planning DBA Harper Investing's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, ESG Planning DBA Harper Investing held 72,902.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $4.36 Mil. This investment constitutes 2.89% of their stock portfolio, and ESG Planning DBA Harper Investing now holds 0.05% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q1. And since then ESG Planning DBA Harper Investing has made 4 purchases of DFAS, at an average price of $61.28, for a total of 78,624.00 shares. In addition, there have been 1 sales at an average price of $66.93 for 5,722.00 shares. Based on historical transaction data and DFAS's current price of $65.76, ESG Planning DBA Harper Investing's estimated gain on his DFAS holdings is $359,273.21, reflecting a 7.46% gain to date.
ESG Planning DBA Harper Investing DFAS ($65.76) Holding Chart
ESG Planning DBA Harper Investing DFAS ($65.76) 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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