Forvis Mazars Wealth Advisors, LLC DFAU Holdings History
Forvis Mazars Wealth Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 503,594.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $19.36 Mil. This investment constitutes 0.46% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.26% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q2. And since then Forvis Mazars Wealth Advisors, LLC has made 9 purchases of DFAU, at an average price of $29.30, for a total of 791,735.00 shares. In addition, there have been 3 sales at an average price of $40.47 for 288,141.00 shares. Based on historical transaction data and DFAU's current price of $43.13, Forvis Mazars Wealth Advisors, LLC's estimated gain on his DFAU holdings is $10.18 Mil, reflecting a 43.89% gain to date.
Forvis Mazars Wealth Advisors, LLC DFAU ($43.13) Holding Chart
Forvis Mazars Wealth Advisors, LLC DFAU ($43.13) 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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