Number of Shares
56,061.00
Current Holdings Value*
$55.75 Mil
% of Portfolio
0.79%
Total Estimate Gain
$36.74 Mil
% of Total Estimate Gain
105.08%

U.S. Sustainability Core 1 Portfolio's Costco Wholesale Corp Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 56,061.00 shares of Costco Wholesale Corp(COST), totaling $55.75 Mil. This investment constitutes 0.79% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.01% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2021Q4. And since then U.S. Sustainability Core 1 Portfolio has made 2 purchases of COST, at an average price of $461.10, for a total of 75,825.00 shares. In addition, there have been 3 sales at an average price of $952.98 for 19,764.00 shares. Based on historical transaction data and COST's current price of $943.04, U.S. Sustainability Core 1 Portfolio's estimated gain on his COST holdings is $36.74 Mil, reflecting a 105.08% gain to date.

U.S. Sustainability Core 1 Portfolio COST ($943.04) Holding Chart

U.S. Sustainability Core 1 Portfolio COST ($943.04) 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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