Number of Shares
36,999.00
Current Holdings Value*
$1.57 Mil
% of Portfolio
0.86%
Total Estimate Gain
$405,609.40
% of Total Estimate Gain
29.36%

Lauterbach Financial Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-06-30, Lauterbach Financial Advisors, LLC held 36,999.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $1.57 Mil. This investment constitutes 0.86% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.02% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2021Q4. And since then Lauterbach Financial Advisors, LLC has made 6 purchases of DFAU, at an average price of $32.66, for a total of 42,301.00 shares. In addition, there have been 8 sales at an average price of $33.21 for 5,302.00 shares. Based on historical transaction data and DFAU's current price of $43.54, Lauterbach Financial Advisors, LLC's estimated gain on his DFAU holdings is $405,609.40, reflecting a 29.36% gain to date.

Lauterbach Financial Advisors, LLC DFAU ($43.54) Holding Chart

Lauterbach Financial Advisors, LLC DFAU ($43.54) 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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