Number of Shares
81,438.00
Current Holdings Value*
$4.93 Mil
% of Portfolio
1%
Total Estimate Gain
$373,177.56
% of Total Estimate Gain
5.67%

Topsail Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, Topsail Wealth Management, LLC held 81,438.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $4.93 Mil. This investment constitutes 1% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0.04% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $63.90 for 21,189.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Topsail Wealth Management, LLC's estimated gain on his DFUS holdings is $373,177.56, reflecting a 5.67% gain to date.

Topsail Wealth Management, LLC DFUS ($68.81) Holding Chart

Topsail Wealth Management, LLC DFUS ($68.81) 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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