FINANCIAL CONSULATE, INC DFAS Holdings History
Number of Shares
354,649.00
Current Holdings Value*
$21.19 Mil
% of Portfolio
5.36%
Total Estimate Gain
$-209,242.91
% of Total Estimate Gain
-0.92%
FINANCIAL CONSULATE, INC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, FINANCIAL CONSULATE, INC held 354,649.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $21.19 Mil. This investment constitutes 5.36% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.23% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2025Q1. And since then FINANCIAL CONSULATE, INC has made 1 purchases of DFAS, at an average price of $64.31, for a total of 354,649.00 shares. Based on historical transaction data and DFAS's current price of $63.72, FINANCIAL CONSULATE, INC's estimated gain on his DFAS holdings is $-209,242.91, reflecting a -0.92% gain to date.
FINANCIAL CONSULATE, INC DFAS ($63.72) Holding Chart
FINANCIAL CONSULATE, INC DFAS ($63.72) 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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