Life Planning Partners, Inc DFUS Holdings History
Life Planning Partners, Inc's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 30,523.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $1.85 Mil. This investment constitutes 1.67% of their stock portfolio, and Life Planning Partners, Inc now holds 0.01% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 5 purchases of DFUS, at an average price of $53.63, for a total of 31,000.00 shares. In addition, there have been 1 sales at an average price of $48.41 for 477.00 shares. Based on historical transaction data and DFUS's current price of $67.67, Life Planning Partners, Inc's estimated gain on his DFUS holdings is $426,032.47, reflecting a 25.63% gain to date.
Life Planning Partners, Inc DFUS ($67.67) Holding Chart
Life Planning Partners, Inc DFUS ($67.67) 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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