CATALYST PRIVATE WEALTH, LLC DFAU Holdings History
CATALYST PRIVATE WEALTH, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, CATALYST PRIVATE WEALTH, LLC held 96,277.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $3.70 Mil. This investment constitutes 1.8% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.05% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then CATALYST PRIVATE WEALTH, LLC has made 8 purchases of DFAU, at an average price of $28.52, for a total of 199,800.00 shares. In addition, there have been 3 sales at an average price of $32.23 for 103,523.00 shares. Based on historical transaction data and DFAU's current price of $42.66, CATALYST PRIVATE WEALTH, LLC's estimated gain on his DFAU holdings is $1.75 Mil, reflecting a 30.63% gain to date.
CATALYST PRIVATE WEALTH, LLC DFAU ($42.66) Holding Chart
CATALYST PRIVATE WEALTH, LLC DFAU ($42.66) 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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