MBA Advisors LLC DFAS Holdings History

Number of Shares
43,322.00
Current Holdings Value*
$2.59 Mil
% of Portfolio
1.28%
Total Estimate Gain
$10,003.46
% of Total Estimate Gain
0.32%

MBA Advisors LLC's Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, MBA Advisors LLC held 43,322.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $2.59 Mil. This investment constitutes 1.28% of their stock portfolio, and MBA Advisors LLC now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2023Q3. And since then MBA Advisors LLC has made 2 purchases of DFAS, at an average price of $63.23, for a total of 49,072.00 shares. In addition, there have been 1 sales at an average price of $53.59 for 5,750.00 shares. Based on historical transaction data and DFAS's current price of $64.74, MBA Advisors LLC's estimated gain on his DFAS holdings is $10,003.46, reflecting a 0.32% gain to date.

MBA Advisors LLC DFAS ($64.74) Holding Chart

MBA Advisors LLC DFAS ($64.74) 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 %

Top Ranked Articles

  • 1