Edmonds Duncan Registered Investment Advisors, LLC DFIS Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's Dimensional International Small Cap ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 518,622.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $13.91 Mil. This investment constitutes 3.05% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.63% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2023Q2. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 6 purchases of DFIS, at an average price of $23.10, for a total of 518,622.00 shares. Based on historical transaction data and DFIS's current price of $30.01, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his DFIS holdings is $3.59 Mil, reflecting a 29.93% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC DFIS ($30.01) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC DFIS ($30.01) 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 % | |||
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