Number of Shares
88,790.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
0.6%
Total Estimate Gain
$431,021.31
% of Total Estimate Gain
12.69%

Baron Silver Stevens Financial Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 88,790.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $3.76 Mil. This investment constitutes 0.6% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.04% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2023Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 7 purchases of DFAU, at an average price of $38.26, for a total of 88,790.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his DFAU holdings is $431,021.31, reflecting a 12.69% gain to date.

Baron Silver Stevens Financial Advisors, LLC DFAU ($43.11) Holding Chart

Baron Silver Stevens Financial Advisors, LLC DFAU ($43.11) 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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