Exeter Financial, LLC DFAU Holdings History
Number of Shares
96,253.00
Current Holdings Value*
$4.08 Mil
% of Portfolio
1.81%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
37.08%
Exeter Financial, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Exeter Financial, LLC held 96,253.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $4.08 Mil. This investment constitutes 1.81% of their stock portfolio, and Exeter Financial, LLC now holds 0.05% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q3. And since then Exeter Financial, LLC has made 12 purchases of DFAU, at an average price of $31.45, for a total of 96,253.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Exeter Financial, LLC's estimated gain on his DFAU holdings is $1.12 Mil, reflecting a 37.08% gain to date.
Exeter Financial, LLC DFAU ($43.11) Holding Chart
Exeter Financial, LLC DFAU ($43.11) 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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