Relaxing Retirement Coach DFUS Holdings History
Number of Shares
1.33 Mil
Current Holdings Value*
$64.18 Mil
% of Portfolio
19.32%
Total Estimate Gain
$25.45 Mil
% of Total Estimate Gain
40.84%
Relaxing Retirement Coach's Dimensional U.S. Equity Market ETF Holding Summary
As of 2023-06-30, Relaxing Retirement Coach held 1.33 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $64.18 Mil. This investment constitutes 19.32% of their stock portfolio, and Relaxing Retirement Coach now holds 0.98% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q3. And since then Relaxing Retirement Coach has made 8 purchases of DFUS, at an average price of $46.76, for a total of 1.33 Mil shares. Based on historical transaction data and DFUS's current price of $65.85, Relaxing Retirement Coach's estimated gain on his DFUS holdings is $25.45 Mil, reflecting a 40.84% gain to date.
Relaxing Retirement Coach DFUS ($65.85) Holding Chart
Relaxing Retirement Coach DFUS ($65.85) 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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