BCU Wealth Advisors, LLC DFAR Holdings History
BCU Wealth Advisors, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, BCU Wealth Advisors, LLC held 121,697.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $2.89 Mil. This investment constitutes 1.5% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.22% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 5 purchases of DFAR, at an average price of $22.12, for a total of 121,697.00 shares. Based on historical transaction data and DFAR's current price of $23.42, BCU Wealth Advisors, LLC's estimated gain on his DFAR holdings is $158,256.58, reflecting a 5.88% gain to date.
BCU Wealth Advisors, LLC DFAR ($23.42) Holding Chart
BCU Wealth Advisors, LLC DFAR ($23.42) 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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