Wealthstream Advisors, Inc. DFUS Holdings History
Wealthstream Advisors, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 502,844.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $30.41 Mil. This investment constitutes 5.69% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.22% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Wealthstream Advisors, Inc. has made 2 purchases of DFUS, at an average price of $50.10, for a total of 728,743.00 shares. In addition, there have been 11 sales at an average price of $56.19 for 225,899.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Wealthstream Advisors, Inc.'s estimated gain on his DFUS holdings is $10.44 Mil, reflecting a 28.61% gain to date.
Wealthstream Advisors, Inc. DFUS ($68.13) Holding Chart
Wealthstream Advisors, Inc. DFUS ($68.13) 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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