Number of Shares
208,293.00
Current Holdings Value*
$13.96 Mil
% of Portfolio
13.2%
Total Estimate Gain
$3.53 Mil
% of Total Estimate Gain
24.16%

Mendota Financial Group, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-06-30, Mendota Financial Group, LLC held 208,293.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $13.96 Mil. This investment constitutes 13.2% of their stock portfolio, and Mendota Financial Group, LLC now holds 0.09% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2023Q4. And since then Mendota Financial Group, LLC has made 5 purchases of DFUS, at an average price of $54.47, for a total of 268,181.00 shares. In addition, there have been 2 sales at an average price of $64.07 for 59,888.00 shares. Based on historical transaction data and DFUS's current price of $68.65, Mendota Financial Group, LLC's estimated gain on his DFUS holdings is $3.53 Mil, reflecting a 24.16% gain to date.

Mendota Financial Group, LLC DFUS ($68.65) Holding Chart

Mendota Financial Group, LLC DFUS ($68.65) 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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