Mendota Financial Group, LLC DFAS Holdings History
Mendota Financial Group, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Mendota Financial Group, LLC held 144,235.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $9.19 Mil. This investment constitutes 8.69% of their stock portfolio, and Mendota Financial Group, LLC now holds 0.09% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. And since then Mendota Financial Group, LLC has made 5 purchases of DFAS, at an average price of $59.15, for a total of 228,111.00 shares. In addition, there have been 2 sales at an average price of $65.29 for 83,876.00 shares. Based on historical transaction data and DFAS's current price of $66.33, Mendota Financial Group, LLC's estimated gain on his DFAS holdings is $1.55 Mil, reflecting a 11.49% gain to date.
Mendota Financial Group, LLC DFAS ($66.33) Holding Chart
Mendota Financial Group, LLC DFAS ($66.33) 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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