JDH Wealth Management, LLC DFAS Holdings History
JDH Wealth Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 94,551.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $5.65 Mil. This investment constitutes 4.85% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.06% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then JDH Wealth Management, LLC has made 1 purchases of DFAS, at an average price of $66.81, for a total of 94,551.00 shares. Based on historical transaction data and DFAS's current price of $65.74, JDH Wealth Management, LLC's estimated gain on his DFAS holdings is $-101,506.45, reflecting a -1.61% gain to date.
JDH Wealth Management, LLC DFAS ($65.74) Holding Chart
JDH Wealth Management, LLC DFAS ($65.74) 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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