Number of Shares
54,502.00
Current Holdings Value*
$3.30 Mil
% of Portfolio
2.28%
Total Estimate Gain
$198,904.28
% of Total Estimate Gain
5.47%

L.K. Benson & Company, P.C.'s Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, L.K. Benson & Company, P.C. held 54,502.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $3.30 Mil. This investment constitutes 2.28% of their stock portfolio, and L.K. Benson & Company, P.C. now holds 0.02% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $63.90 for 2,204.00 shares. Based on historical transaction data and DFUS's current price of $67.82, L.K. Benson & Company, P.C.'s estimated gain on his DFUS holdings is $198,904.28, reflecting a 5.47% gain to date.

L.K. Benson & Company, P.C. DFUS ($67.82) Holding Chart

L.K. Benson & Company, P.C. DFUS ($67.82) 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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