DIVERSIFY WEALTH MANAGEMENT, LLC DFAU Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 1.22 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $46.17 Mil. This investment constitutes 3.43% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.63% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 2 purchases of DFAU, at an average price of $36.44, for a total of 1.26 Mil shares. In addition, there have been 1 sales at an average price of $40.88 for 46,233.00 shares. Based on historical transaction data and DFAU's current price of $43.54, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his DFAU holdings is $8.84 Mil, reflecting a 19.23% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC DFAU ($43.54) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC DFAU ($43.54) 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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