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 2025-06-30, 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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