Number of Shares
175,322.00
Current Holdings Value*
$10.48 Mil
% of Portfolio
5.56%
Total Estimate Gain
$2.18 Mil
% of Total Estimate Gain
17.80%

Granite Harbor Advisors, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, Granite Harbor Advisors, Inc. held 175,322.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $10.48 Mil. This investment constitutes 5.56% of their stock portfolio, and Granite Harbor Advisors, Inc. now holds 0.11% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2022Q4. And since then Granite Harbor Advisors, Inc. has made 6 purchases of DFAS, at an average price of $54.07, for a total of 226,231.00 shares. In addition, there have been 3 sales at an average price of $58.34 for 50,909.00 shares. Based on historical transaction data and DFAS's current price of $65.25, Granite Harbor Advisors, Inc.'s estimated gain on his DFAS holdings is $2.18 Mil, reflecting a 17.80% gain to date.

Granite Harbor Advisors, Inc. DFAS ($65.25) Holding Chart

Granite Harbor Advisors, Inc. DFAS ($65.25) 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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