Number of Shares
371,340.00
Current Holdings Value*
$14.27 Mil
% of Portfolio
2.19%
Total Estimate Gain
$3.93 Mil
% of Total Estimate Gain
29.50%

CVA Family Office, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 371,340.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $14.27 Mil. This investment constitutes 2.19% of their stock portfolio, and CVA Family Office, LLC now holds 0.2% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2021Q4. And since then CVA Family Office, LLC has made 10 purchases of DFAU, at an average price of $32.80, for a total of 405,740.00 shares. In addition, there have been 4 sales at an average price of $30.71 for 34,400.00 shares. Based on historical transaction data and DFAU's current price of $43.57, CVA Family Office, LLC's estimated gain on his DFAU holdings is $3.93 Mil, reflecting a 29.50% gain to date.

CVA Family Office, LLC DFAU ($43.57) Holding Chart

CVA Family Office, LLC DFAU ($43.57) 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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