Allegiance Financial Group Advisory Services LLC DFAU Holdings History
Allegiance Financial Group Advisory Services LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 447,616.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $17.21 Mil. This investment constitutes 5.23% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.23% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of DFAU, at an average price of $31.69, for a total of 447,616.00 shares. Based on historical transaction data and DFAU's current price of $43.52, Allegiance Financial Group Advisory Services LLC's estimated gain on his DFAU holdings is $5.29 Mil, reflecting a 37.31% gain to date.
Allegiance Financial Group Advisory Services LLC DFAU ($43.52) Holding Chart
Allegiance Financial Group Advisory Services LLC DFAU ($43.52) 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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