GEN Financial Management, INC. DFIS Holdings History
GEN Financial Management, INC.'s Dimensional International Small Cap ETF Holding Summary
As of 2025-06-30, GEN Financial Management, INC. held 59,849.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $1.79 Mil. This investment constitutes 1.46% of their stock portfolio, and GEN Financial Management, INC. now holds 0.06% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2024Q4. And since then GEN Financial Management, INC. has made 2 purchases of DFIS, at an average price of $27.24, for a total of 59,849.00 shares. Based on historical transaction data and DFIS's current price of $29.89, GEN Financial Management, INC.'s estimated gain on his DFIS holdings is $158,846.08, reflecting a 9.74% gain to date.
GEN Financial Management, INC. DFIS ($29.89) Holding Chart
GEN Financial Management, INC. DFIS ($29.89) 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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