Number of Shares
534,148.00
Current Holdings Value*
$29.27 Mil
% of Portfolio
8.81%
Total Estimate Gain
$5.21 Mil
% of Total Estimate Gain
17.58%

Relaxing Retirement Coach's Dimensional U.S. Small Cap ETF Holding Summary

As of 2023-06-30, Relaxing Retirement Coach held 534,148.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $29.27 Mil. This investment constitutes 8.81% of their stock portfolio, and Relaxing Retirement Coach now holds 0.55% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2021Q3. And since then Relaxing Retirement Coach has made 8 purchases of DFAS, at an average price of $55.49, for a total of 534,148.00 shares. Based on historical transaction data and DFAS's current price of $65.25, Relaxing Retirement Coach's estimated gain on his DFAS holdings is $5.21 Mil, reflecting a 17.58% gain to date.

Relaxing Retirement Coach DFAS ($65.25) Holding Chart

Relaxing Retirement Coach 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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