Evanson Asset Management, LLC DFUS Holdings History
Evanson Asset Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Evanson Asset Management, LLC held 946,784.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $63.45 Mil. This investment constitutes 3.94% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.41% 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 7 sales at an average price of $54.00 for 67,304.00 shares. Based on historical transaction data and DFUS's current price of $68.09, Evanson Asset Management, LLC's estimated gain on his DFUS holdings is $18.98 Mil, reflecting a 38.63% gain to date.
Evanson Asset Management, LLC DFUS ($68.09) Holding Chart
Evanson Asset Management, LLC DFUS ($68.09) 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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