MassMutual Private Wealth & Trust, FSB DFAS Holdings History
MassMutual Private Wealth & Trust, FSB's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, MassMutual Private Wealth & Trust, FSB held 1.18 Mil shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $75.41 Mil. This investment constitutes 2.01% of their stock portfolio, and MassMutual Private Wealth & Trust, FSB now holds 0.74% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. And since then MassMutual Private Wealth & Trust, FSB has made 7 purchases of DFAS, at an average price of $55.58, for a total of 1.18 Mil shares. Based on historical transaction data and DFAS's current price of $65.52, MassMutual Private Wealth & Trust, FSB's estimated gain on his DFAS holdings is $11.76 Mil, reflecting a 17.88% gain to date.
MassMutual Private Wealth & Trust, FSB DFAS ($65.52) Holding Chart
MassMutual Private Wealth & Trust, FSB DFAS ($65.52) 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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