Long Island Wealth Management, Inc. DFUS Holdings History
Long Island Wealth Management, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 21,929.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $1.33 Mil. This investment constitutes 0.81% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0.01% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2025Q1. And since then Long Island Wealth Management, Inc. has made 1 purchases of DFUS, at an average price of $63.90, for a total of 21,929.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Long Island Wealth Management, Inc.'s estimated gain on his DFUS holdings is $92,759.67, reflecting a 6.62% gain to date.
Long Island Wealth Management, Inc. DFUS ($68.13) Holding Chart
Long Island Wealth Management, Inc. DFUS ($68.13) 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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