Dodds Wealth, LLC DFAU Holdings History

Number of Shares
128,606.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
1.61%
Total Estimate Gain
$1.19 Mil
% of Total Estimate Gain
26.80%

Dodds Wealth, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, Dodds Wealth, LLC held 128,606.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $4.94 Mil. This investment constitutes 1.61% of their stock portfolio, and Dodds Wealth, LLC now holds 0.07% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 4 purchases of DFAU, at an average price of $34.32, for a total of 129,490.00 shares. In addition, there have been 1 sales at an average price of $36.34 for 884.00 shares. Based on historical transaction data and DFAU's current price of $43.57, Dodds Wealth, LLC's estimated gain on his DFAU holdings is $1.19 Mil, reflecting a 26.80% gain to date.

Dodds Wealth, LLC DFAU ($43.57) Holding Chart

Dodds Wealth, 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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