Number of Shares
481,620.00
Current Holdings Value*
$20.40 Mil
% of Portfolio
5.4%
Total Estimate Gain
$5.45 Mil
% of Total Estimate Gain
35.12%

Allegiance Financial Group Advisory Services LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-06-30, Allegiance Financial Group Advisory Services LLC held 481,620.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $20.40 Mil. This investment constitutes 5.4% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.24% 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 10 purchases of DFAU, at an average price of $32.22, for a total of 481,620.00 shares. Based on historical transaction data and DFAU's current price of $43.54, Allegiance Financial Group Advisory Services LLC's estimated gain on his DFAU holdings is $5.45 Mil, reflecting a 35.12% gain to date.

Allegiance Financial Group Advisory Services LLC DFAU ($43.54) Holding Chart

Allegiance Financial Group Advisory Services LLC DFAU ($43.54) 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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