Investment Advisory Group, LLC DFUS Holdings History
Investment Advisory Group, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 151,216.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $9.15 Mil. This investment constitutes 3.06% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.07% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 11 purchases of DFUS, at an average price of $55.65, for a total of 152,699.00 shares. In addition, there have been 2 sales at an average price of $44.06 for 1,483.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Investment Advisory Group, LLC's estimated gain on his DFUS holdings is $1.97 Mil, reflecting a 23.22% gain to date.
Investment Advisory Group, LLC DFUS ($68.81) Holding Chart
Investment Advisory Group, LLC DFUS ($68.81) 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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