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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