McLean Asset Management Corp DFAS Holdings History
McLean Asset Management Corp's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 288,869.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $18.88 Mil. This investment constitutes 4.96% of their stock portfolio, and McLean Asset Management Corp now holds 0.18% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q3. And since then McLean Asset Management Corp has made 6 purchases of DFAS, at an average price of $54.85, for a total of 738,945.00 shares. In addition, there have been 10 sales at an average price of $56.05 for 450,076.00 shares. Based on historical transaction data and DFAS's current price of $65.42, McLean Asset Management Corp's estimated gain on his DFAS holdings is $3.59 Mil, reflecting a 8.85% gain to date.
McLean Asset Management Corp DFAS ($65.42) Holding Chart
McLean Asset Management Corp DFAS ($65.42) 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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