Regal Wealth Group, Inc. DFAS Holdings History
Regal Wealth Group, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 142,852.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $8.23 Mil. This investment constitutes 5.07% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0.15% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q1. And since then Regal Wealth Group, Inc. has made 4 purchases of DFAS, at an average price of $52.62, for a total of 142,852.00 shares. Based on historical transaction data and DFAS's current price of $63.72, Regal Wealth Group, Inc.'s estimated gain on his DFAS holdings is $1.59 Mil, reflecting a 21.10% gain to date.
Regal Wealth Group, Inc. DFAS ($63.72) Holding Chart
Regal Wealth Group, Inc. DFAS ($63.72) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
