Number of Shares
675,427.00
Current Holdings Value*
$45.48 Mil
% of Portfolio
11.94%
Total Estimate Gain
$16.07 Mil
% of Total Estimate Gain
21.24%

McLean Asset Management Corp's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-06-30, McLean Asset Management Corp held 675,427.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $45.48 Mil. This investment constitutes 11.94% of their stock portfolio, and McLean Asset Management Corp now holds 0.29% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2021Q3. And since then McLean Asset Management Corp has made 7 purchases of DFUS, at an average price of $46.44, for a total of 1.63 Mil shares. In addition, there have been 9 sales at an average price of $48.14 for 953,261.00 shares. Based on historical transaction data and DFUS's current price of $67.82, McLean Asset Management Corp's estimated gain on his DFUS holdings is $16.07 Mil, reflecting a 21.24% gain to date.

McLean Asset Management Corp DFUS ($67.82) Holding Chart

McLean Asset Management Corp DFUS ($67.82) 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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