Martin Worley Group DFAU Holdings History
Number of Shares
222,018.00
Current Holdings Value*
$8.53 Mil
% of Portfolio
4.87%
Total Estimate Gain
$402,292.90
% of Total Estimate Gain
4.44%
Martin Worley Group's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Martin Worley Group held 222,018.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $8.53 Mil. This investment constitutes 4.87% of their stock portfolio, and Martin Worley Group now holds 0.12% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of DFAU, at an average price of $40.85, for a total of 222,018.00 shares. Based on historical transaction data and DFAU's current price of $42.66, Martin Worley Group's estimated gain on his DFAU holdings is $402,292.90, reflecting a 4.44% gain to date.
Martin Worley Group DFAU ($42.66) Holding Chart
Martin Worley Group 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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