Symmetry Panoramic Tax-Managed Global Equity Fund DFUS Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 311,583.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $20.08 Mil. This investment constitutes 29.64% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.14% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 4 purchases of DFUS, at an average price of $48.40, for a total of 311,583.00 shares. Based on historical transaction data and DFUS's current price of $68.83, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his DFUS holdings is $6.37 Mil, reflecting a 42.22% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund DFUS ($68.83) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund DFUS ($68.83) 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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