Austin Wealth Management, LLC DFAU Holdings History
Austin Wealth Management, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Austin Wealth Management, LLC held 1.03 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $38.48 Mil. This investment constitutes 7.71% of their stock portfolio, and Austin Wealth Management, LLC now holds 0.53% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q3. And since then Austin Wealth Management, LLC has made 6 purchases of DFAU, at an average price of $35.18, for a total of 1.03 Mil shares. Based on historical transaction data and DFAU's current price of $42.17, Austin Wealth Management, LLC's estimated gain on his DFAU holdings is $7.17 Mil, reflecting a 19.88% gain to date.
Austin Wealth Management, LLC DFAU ($42.17) Holding Chart
Austin Wealth Management, LLC DFAU ($42.17) 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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