FinDec Wealth Services, Inc. DFAU Holdings History
FinDec Wealth Services, Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 313,071.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $12.03 Mil. This investment constitutes 11.9% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.16% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 5 purchases of DFAU, at an average price of $28.62, for a total of 445,559.00 shares. In addition, there have been 4 sales at an average price of $34.02 for 132,488.00 shares. Based on historical transaction data and DFAU's current price of $42.66, FinDec Wealth Services, Inc.'s estimated gain on his DFAU holdings is $5.11 Mil, reflecting a 40.09% gain to date.
FinDec Wealth Services, Inc. DFAU ($42.66) Holding Chart
FinDec Wealth Services, Inc. DFAU ($42.66) 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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