OLIO Financial Planning DFUS Holdings History
OLIO Financial Planning's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, OLIO Financial Planning held 760,383.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $45.99 Mil. This investment constitutes 15.89% of their stock portfolio, and OLIO Financial Planning now holds 0.34% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q1. And since then OLIO Financial Planning has made 11 purchases of DFUS, at an average price of $59.14, for a total of 764,518.00 shares. In addition, there have been 2 sales at an average price of $54.79 for 4,135.00 shares. Based on historical transaction data and DFUS's current price of $67.06, OLIO Financial Planning's estimated gain on his DFUS holdings is $6.01 Mil, reflecting a 13.28% gain to date.
OLIO Financial Planning DFUS ($67.06) Holding Chart
OLIO Financial Planning DFUS ($67.06) 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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