Bay Harbor Wealth Management, LLC DFAU Holdings History
Bay Harbor Wealth Management, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 602,733.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $23.17 Mil. This investment constitutes 7.33% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.31% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q3. And since then Bay Harbor Wealth Management, LLC has made 11 purchases of DFAU, at an average price of $33.52, for a total of 602,733.00 shares. Based on historical transaction data and DFAU's current price of $42.85, Bay Harbor Wealth Management, LLC's estimated gain on his DFAU holdings is $5.62 Mil, reflecting a 27.83% gain to date.
Bay Harbor Wealth Management, LLC DFAU ($42.85) Holding Chart
Bay Harbor Wealth Management, LLC DFAU ($42.85) 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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