Efficient Frontier Advisors LLC DFAS Holdings History
Number of Shares
59,025.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
2.29%
Total Estimate Gain
$720,519.39
% of Total Estimate Gain
22.75%
Efficient Frontier Advisors LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Efficient Frontier Advisors LLC held 59,025.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $3.53 Mil. This investment constitutes 2.29% of their stock portfolio, and Efficient Frontier Advisors LLC now holds 0.04% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. And since then Efficient Frontier Advisors LLC has made 5 purchases of DFAS, at an average price of $53.66, for a total of 59,025.00 shares. Based on historical transaction data and DFAS's current price of $65.87, Efficient Frontier Advisors LLC's estimated gain on his DFAS holdings is $720,519.39, reflecting a 22.75% gain to date.
Efficient Frontier Advisors LLC DFAS ($65.87) Holding Chart
Efficient Frontier Advisors LLC DFAS ($65.87) 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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