Number of Shares
202,262.00
Current Holdings Value*
$12.09 Mil
% of Portfolio
6.39%
Total Estimate Gain
$858,499.76
% of Total Estimate Gain
6.90%

PCA Investment Advisory Services Inc.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, PCA Investment Advisory Services Inc. held 202,262.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $12.09 Mil. This investment constitutes 6.39% of their stock portfolio, and PCA Investment Advisory Services Inc. now holds 0.13% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2024Q2. And since then PCA Investment Advisory Services Inc. has made 3 purchases of DFAS, at an average price of $61.05, for a total of 203,824.00 shares. In addition, there have been 1 sales at an average price of $66.93 for 1,562.00 shares. Based on historical transaction data and DFAS's current price of $65.25, PCA Investment Advisory Services Inc.'s estimated gain on his DFAS holdings is $858,499.76, reflecting a 6.90% gain to date.

PCA Investment Advisory Services Inc. DFAS ($65.25) Holding Chart

PCA Investment Advisory Services Inc. DFAS ($65.25) 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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