Symmetry Panoramic Tax-Managed Global Equity Fund DFAS Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 54,433.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $3.47 Mil. This investment constitutes 5.12% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 3 purchases of DFAS, at an average price of $57.88, for a total of 60,053.00 shares. In addition, there have been 1 sales at an average price of $55.12 for 5,620.00 shares. Based on historical transaction data and DFAS's current price of $66.55, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his DFAS holdings is $456,717.47, reflecting a 13.14% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund DFAS ($66.55) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund DFAS ($66.55) 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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