Evanson Asset Management, LLC DFAS Holdings History
Evanson Asset Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Evanson Asset Management, LLC held 1.08 Mil shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $64.28 Mil. This investment constitutes 4.55% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.69% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q3. And since then Evanson Asset Management, LLC has made 13 purchases of DFAS, at an average price of $57.63, for a total of 1.08 Mil shares. In addition, there have been 1 sales at an average price of $51.08 for 5,820.00 shares. Based on historical transaction data and DFAS's current price of $63.34, Evanson Asset Management, LLC's estimated gain on his DFAS holdings is $6.11 Mil, reflecting a 9.80% gain to date.
Evanson Asset Management, LLC DFAS ($63.34) Holding Chart
Evanson Asset Management, LLC DFAS ($63.34) 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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