Adams Chetwood Wealth Management LLC DFAU Holdings History
Adams Chetwood Wealth Management LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2022-03-31, Adams Chetwood Wealth Management LLC held 350,777.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $11.06 Mil. This investment constitutes 6.27% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 0.55% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q2. And since then Adams Chetwood Wealth Management LLC has made 4 purchases of DFAU, at an average price of $30.18, for a total of 350,777.00 shares. Based on historical transaction data and DFAU's current price of $43.21, Adams Chetwood Wealth Management LLC's estimated gain on his DFAU holdings is $4.57 Mil, reflecting a 43.16% gain to date.
Adams Chetwood Wealth Management LLC DFAU ($43.21) Holding Chart
Adams Chetwood Wealth Management LLC DFAU ($43.21) 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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