Index Fund Advisors, Inc. DFAS Holdings History
Index Fund Advisors, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Index Fund Advisors, Inc. held 5.85 Mil shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $349.59 Mil. This investment constitutes 21.62% of their stock portfolio, and Index Fund Advisors, Inc. now holds 3.71% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. And since then Index Fund Advisors, Inc. has made 3 purchases of DFAS, at an average price of $58.81, for a total of 7.22 Mil shares. In addition, there have been 10 sales at an average price of $60.60 for 1.37 Mil shares. Based on historical transaction data and DFAS's current price of $65.42, Index Fund Advisors, Inc.'s estimated gain on his DFAS holdings is $41.12 Mil, reflecting a 9.69% gain to date.
Index Fund Advisors, Inc. DFAS ($65.42) Holding Chart
Index Fund Advisors, Inc. DFAS ($65.42) 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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