Meriwether Wealth & Planning, LLC DFAS Holdings History
Meriwether Wealth & Planning, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 76,882.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $4.90 Mil. This investment constitutes 3.07% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.05% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then Meriwether Wealth & Planning, LLC has made 1 purchases of DFAS, at an average price of $66.49, for a total of 109,575.00 shares. In addition, there have been 1 sales at an average price of $59.95 for 32,693.00 shares. Based on historical transaction data and DFAS's current price of $65.19, Meriwether Wealth & Planning, LLC's estimated gain on his DFAS holdings is $-313,633.55, reflecting a -4.30% gain to date.
Meriwether Wealth & Planning, LLC DFAS ($65.19) Holding Chart
Meriwether Wealth & Planning, LLC DFAS ($65.19) 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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