LAM GROUP, INC. DFAS Holdings History

Number of Shares
108,064.00
Current Holdings Value*
$6.88 Mil
% of Portfolio
4.89%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
24.63%

LAM GROUP, INC.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-06-30, LAM GROUP, INC. held 108,064.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $6.88 Mil. This investment constitutes 4.89% of their stock portfolio, and LAM GROUP, INC. now holds 0.07% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2022Q4. And since then LAM GROUP, INC. has made 5 purchases of DFAS, at an average price of $51.69, for a total of 119,427.00 shares. In addition, there have been 5 sales at an average price of $56.45 for 11,363.00 shares. Based on historical transaction data and DFAS's current price of $65.25, LAM GROUP, INC.'s estimated gain on his DFAS holdings is $1.52 Mil, reflecting a 24.63% gain to date.

LAM GROUP, INC. DFAS ($65.25) Holding Chart

LAM GROUP, INC. DFAS ($65.25) 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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