Herold Advisors, Inc. DFUS Holdings History
Herold Advisors, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Herold Advisors, Inc. held 89,900.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $5.44 Mil. This investment constitutes 1.19% of their stock portfolio, and Herold Advisors, Inc. now holds 0.04% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Herold Advisors, Inc. has made 8 purchases of DFUS, at an average price of $56.54, for a total of 96,170.00 shares. In addition, there have been 1 sales at an average price of $41.64 for 6,270.00 shares. Based on historical transaction data and DFUS's current price of $68.97, Herold Advisors, Inc.'s estimated gain on his DFUS holdings is $1.02 Mil, reflecting a 18.83% gain to date.
Herold Advisors, Inc. DFUS ($68.97) Holding Chart
Herold Advisors, Inc. DFUS ($68.97) 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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