BCM ADVISORS, LLC DFAU Holdings History

Number of Shares
1.28 Mil
Current Holdings Value*
$49.82 Mil
% of Portfolio
11.3%
Total Estimate Gain
$17.58 Mil
% of Total Estimate Gain
35.20%

BCM ADVISORS, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, BCM ADVISORS, LLC held 1.28 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $49.82 Mil. This investment constitutes 11.3% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.66% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2023Q3. And since then BCM ADVISORS, LLC has made 3 purchases of DFAU, at an average price of $31.24, for a total of 1.60 Mil shares. In addition, there have been 4 sales at an average price of $40.61 for 315,034.00 shares. Based on historical transaction data and DFAU's current price of $42.65, BCM ADVISORS, LLC's estimated gain on his DFAU holdings is $17.58 Mil, reflecting a 35.20% gain to date.

BCM ADVISORS, LLC DFAU ($42.65) Holding Chart

BCM ADVISORS, LLC DFAU ($42.65) 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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