M Financial Asset Management, Inc. DFAS Holdings History
M Financial Asset Management, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-12-31, M Financial Asset Management, Inc. held 61,293.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $3.99 Mil. This investment constitutes 19.31% of their stock portfolio, and M Financial Asset Management, Inc. now holds 0.04% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q2. And since then M Financial Asset Management, Inc. has made 8 purchases of DFAS, at an average price of $57.10, for a total of 83,281.00 shares. In addition, there have been 7 sales at an average price of $60.64 for 21,988.00 shares. Based on historical transaction data and DFAS's current price of $65.25, M Financial Asset Management, Inc.'s estimated gain on his DFAS holdings is $577,534.23, reflecting a 12.15% gain to date.
M Financial Asset Management, Inc. DFAS ($65.25) Holding Chart
M Financial Asset Management, 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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