Tobias Financial Advisors, Inc. DFIS Holdings History
Tobias Financial Advisors, Inc.'s Dimensional International Small Cap ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 413,753.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $10.69 Mil. This investment constitutes 2.08% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.41% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2023Q3. And since then Tobias Financial Advisors, Inc. has made 7 purchases of DFIS, at an average price of $24.12, for a total of 413,753.00 shares. Based on historical transaction data and DFIS's current price of $30.00, Tobias Financial Advisors, Inc.'s estimated gain on his DFIS holdings is $2.43 Mil, reflecting a 24.39% gain to date.
Tobias Financial Advisors, Inc. DFIS ($30.00) Holding Chart
Tobias Financial Advisors, Inc. DFIS ($30.00) 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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