Number of Shares
1.34 Mil
Current Holdings Value*
$80.79 Mil
% of Portfolio
15.56%
Total Estimate Gain
$33.65 Mil
% of Total Estimate Gain
35.28%

Intelligence Driven Advisers, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Intelligence Driven Advisers, LLC held 1.34 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $80.79 Mil. This investment constitutes 15.56% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.6% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q3. And since then Intelligence Driven Advisers, LLC has made 7 purchases of DFUS, at an average price of $48.02, for a total of 1.99 Mil shares. In addition, there have been 7 sales at an average price of $59.57 for 650,413.00 shares. Based on historical transaction data and DFUS's current price of $67.59, Intelligence Driven Advisers, LLC's estimated gain on his DFUS holdings is $33.65 Mil, reflecting a 35.28% gain to date.

Intelligence Driven Advisers, LLC DFUS ($67.59) Holding Chart

Intelligence Driven Advisers, LLC DFUS ($67.59) 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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