Number of Shares
639,454.00
Current Holdings Value*
$24.50 Mil
% of Portfolio
17.25%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
5.51%

Keystone Financial Group, Inc.'s Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 639,454.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $24.50 Mil. This investment constitutes 17.25% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.33% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of DFAU, at an average price of $40.86, for a total of 639,454.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Keystone Financial Group, Inc.'s estimated gain on his DFAU holdings is $1.44 Mil, reflecting a 5.51% gain to date.

Keystone Financial Group, Inc. DFAU ($43.11) Holding Chart

Keystone Financial Group, Inc. 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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