Mason & Associates Inc DFUS Holdings History
Mason & Associates Inc's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Mason & Associates Inc held 1.07 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $64.66 Mil. This investment constitutes 16.07% of their stock portfolio, and Mason & Associates Inc now holds 0.48% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Mason & Associates Inc has made 6 purchases of DFUS, at an average price of $53.57, for a total of 1.51 Mil shares. In addition, there have been 3 sales at an average price of $54.77 for 442,010.00 shares. Based on historical transaction data and DFUS's current price of $67.67, Mason & Associates Inc's estimated gain on his DFUS holdings is $15.61 Mil, reflecting a 19.28% gain to date.
Mason & Associates Inc DFUS ($67.67) Holding Chart
Mason & Associates 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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