Number of Shares
251,963.00
Current Holdings Value*
$10.67 Mil
% of Portfolio
3.71%
Total Estimate Gain
$3.59 Mil
% of Total Estimate Gain
44.17%

CHERRYDALE WEALTH MANAGEMENT, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-06-30, CHERRYDALE WEALTH MANAGEMENT, LLC held 251,963.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $10.67 Mil. This investment constitutes 3.71% 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 10 purchases of DFAU, at an average price of $29.26, for a total of 277,950.00 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 $43.13, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his DFAU holdings is $3.59 Mil, reflecting a 44.17% gain to date.

CHERRYDALE WEALTH MANAGEMENT, LLC DFAU ($43.13) Holding Chart

CHERRYDALE WEALTH MANAGEMENT, LLC DFAU ($43.13) 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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