Lauterbach Financial Advisors, LLC DFUS Holdings History
Lauterbach Financial Advisors, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 86,910.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $5.82 Mil. This investment constitutes 3.2% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.04% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Lauterbach Financial Advisors, LLC has made 6 purchases of DFUS, at an average price of $55.33, for a total of 99,496.00 shares. In addition, there have been 8 sales at an average price of $57.07 for 12,586.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Lauterbach Financial Advisors, LLC's estimated gain on his DFUS holdings is $1.19 Mil, reflecting a 21.67% gain to date.
Lauterbach Financial Advisors, LLC DFUS ($68.81) Holding Chart
Lauterbach Financial Advisors, 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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