Zhang Financial LLC DFUS Holdings History
Zhang Financial LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 2.51 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $151.61 Mil. This investment constitutes 8.02% of their stock portfolio, and Zhang Financial LLC now holds 1.12% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q3. And since then Zhang Financial LLC has made 12 purchases of DFUS, at an average price of $51.39, for a total of 2.51 Mil shares. In addition, there have been 1 sales at an average price of $50.14 for 4,685.00 shares. Based on historical transaction data and DFUS's current price of $68.16, Zhang Financial LLC's estimated gain on his DFUS holdings is $42.04 Mil, reflecting a 32.57% gain to date.
Zhang Financial LLC DFUS ($68.16) Holding Chart
Zhang Financial LLC DFUS ($68.16) 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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