Number of Shares
291,868.00
Current Holdings Value*
$17.44 Mil
% of Portfolio
6.9%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
19.53%

Tilson Financial Group, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary

As of 2025-03-31, Tilson Financial Group, Inc. held 291,868.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $17.44 Mil. This investment constitutes 6.9% of their stock portfolio, and Tilson Financial Group, Inc. now holds 0.19% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.

The initial trade took place in 2022Q4. And since then Tilson Financial Group, Inc. has made 9 purchases of DFAS, at an average price of $54.65, for a total of 291,868.00 shares. Based on historical transaction data and DFAS's current price of $65.32, Tilson Financial Group, Inc.'s estimated gain on his DFAS holdings is $3.11 Mil, reflecting a 19.53% gain to date.

Tilson Financial Group, Inc. DFAS ($65.32) Holding Chart

Tilson Financial Group, Inc. DFAS ($65.32) 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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