KMT WEALTH MANAGEMENT, LLC DFAS Holdings History
KMT WEALTH MANAGEMENT, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, KMT WEALTH MANAGEMENT, LLC held 90,461.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $5.41 Mil. This investment constitutes 3.7% of their stock portfolio, and KMT 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. In addition, there have been 1 sales at an average price of $64.31 for 5,000.00 shares. Based on historical transaction data and DFAS's current price of $65.00, KMT WEALTH MANAGEMENT, LLC's estimated gain on his DFAS holdings is $-187,689.73, reflecting a -2.94% gain to date.
KMT WEALTH MANAGEMENT, LLC DFAS ($65.00) Holding Chart
KMT WEALTH MANAGEMENT, LLC DFAS ($65.00) 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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