Nalls Sherbakoff Group, LLC DFAR Holdings History
Number of Shares
14,797.00
Current Holdings Value*
$336,490.00
% of Portfolio
0.3%
Total Estimate Gain
$51,789.50
% of Total Estimate Gain
17.08%
Nalls Sherbakoff Group, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2023-12-31, Nalls Sherbakoff Group, LLC held 14,797.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $336,490.00. This investment constitutes 0.3% of their stock portfolio, and Nalls Sherbakoff Group, LLC now holds -% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2023Q4. And since then Nalls Sherbakoff Group, LLC has made 1 purchases of DFAR, at an average price of $20.49, for a total of 14,797.00 shares. Based on historical transaction data and DFAR's current price of $23.99, Nalls Sherbakoff Group, LLC's estimated gain on his DFAR holdings is $51,789.50, reflecting a 17.08% gain to date.
Nalls Sherbakoff Group, LLC DFAR ($23.99) Holding Chart
Nalls Sherbakoff Group, LLC DFAR ($23.99) 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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