Equius Partners, Inc. DFUS Holdings History
Equius Partners, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2022-12-31, Equius Partners, Inc. held 1.08 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $44.75 Mil. This investment constitutes 13.82% of their stock portfolio, and Equius Partners, Inc. now holds 0.8% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Equius Partners, Inc. has made 1 purchases of DFUS, at an average price of $50.09, for a total of 1.10 Mil shares. In addition, there have been 3 sales at an average price of $44.38 for 24,536.00 shares. Based on historical transaction data and DFUS's current price of $68.83, Equius Partners, Inc.'s estimated gain on his DFUS holdings is $20.02 Mil, reflecting a 36.33% gain to date.
Equius Partners, Inc. DFUS ($68.83) Holding Chart
Equius Partners, Inc. DFUS ($68.83) 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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