Number of Shares
1.03 Mil
Current Holdings Value*
$38.48 Mil
% of Portfolio
7.71%
Total Estimate Gain
$7.24 Mil
% of Total Estimate Gain
20.05%

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 $42.23, Austin Wealth Management, LLC's estimated gain on his DFAU holdings is $7.24 Mil, reflecting a 20.05% gain to date.

Austin Wealth Management, LLC DFAU ($42.23) Holding Chart

Austin Wealth Management, LLC DFAU ($42.23) 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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