WorthPointe, LLC DFAS Holdings History
WorthPointe, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 142,361.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $8.51 Mil. This investment constitutes 3.8% of their stock portfolio, and WorthPointe, LLC now holds 0.09% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 7 purchases of DFAS, at an average price of $55.72, for a total of 171,057.00 shares. In addition, there have been 6 sales at an average price of $60.54 for 28,696.00 shares. Based on historical transaction data and DFAS's current price of $66.33, WorthPointe, LLC's estimated gain on his DFAS holdings is $1.65 Mil, reflecting a 17.29% gain to date.
WorthPointe, LLC DFAS ($66.33) Holding Chart
WorthPointe, LLC DFAS ($66.33) 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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