Retirement Solution LLC DFUS Holdings History
Retirement Solution LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Retirement Solution LLC held 472,678.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $28.59 Mil. This investment constitutes 7.87% of their stock portfolio, and Retirement Solution LLC now holds 0.21% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Retirement Solution LLC has made 5 purchases of DFUS, at an average price of $48.80, for a total of 707,383.00 shares. In addition, there have been 9 sales at an average price of $46.66 for 234,705.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Retirement Solution LLC's estimated gain on his DFUS holdings is $8.64 Mil, reflecting a 25.02% gain to date.
Retirement Solution LLC DFUS ($68.13) Holding Chart
Retirement Solution LLC DFUS ($68.13) 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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