Number of Shares
969,812.00
Current Holdings Value*
$58.65 Mil
% of Portfolio
4.16%
Total Estimate Gain
$17.80 Mil
% of Total Estimate Gain
36.23%

Evanson Asset Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Evanson Asset Management, LLC held 969,812.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $58.65 Mil. This investment constitutes 4.16% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.43% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q3. And since then Evanson Asset Management, LLC has made 8 purchases of DFUS, at an average price of $48.44, for a total of 1.01 Mil shares. In addition, there have been 6 sales at an average price of $49.89 for 44,276.00 shares. Based on historical transaction data and DFUS's current price of $66.73, Evanson Asset Management, LLC's estimated gain on his DFUS holdings is $17.80 Mil, reflecting a 36.23% gain to date.

Evanson Asset Management, LLC DFUS ($66.73) Holding Chart

Evanson Asset Management, LLC DFUS ($66.73) 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 %

Top Ranked Articles

  • 1