SC&H Financial Advisors, Inc. DFUS Holdings History
Number of Shares
387,075.00
Current Holdings Value*
$23.41 Mil
% of Portfolio
4.61%
Total Estimate Gain
$6.32 Mil
% of Total Estimate Gain
31.97%
SC&H Financial Advisors, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 387,075.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $23.41 Mil. This investment constitutes 4.61% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.17% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then SC&H Financial Advisors, Inc. has made 13 purchases of DFUS, at an average price of $51.04, for a total of 387,075.00 shares. Based on historical transaction data and DFUS's current price of $67.36, SC&H Financial Advisors, Inc.'s estimated gain on his DFUS holdings is $6.32 Mil, reflecting a 31.97% gain to date.
SC&H Financial Advisors, Inc. DFUS ($67.36) Holding Chart
SC&H Financial Advisors, Inc. DFUS ($67.36) 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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