CHERRYDALE WEALTH MANAGEMENT, LLC DFAU Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 245,105.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $9.42 Mil. This investment constitutes 3.73% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0.13% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q2. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 9 purchases of DFAU, at an average price of $29.01, for a total of 271,092.00 shares. In addition, there have been 3 sales at an average price of $32.96 for 25,987.00 shares. Based on historical transaction data and DFAU's current price of $42.97, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his DFAU holdings is $3.53 Mil, reflecting a 44.84% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC DFAU ($42.97) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC DFAU ($42.97) 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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