Morling Financial Advisors, LLC DFAU Holdings History
Morling Financial Advisors, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 512,961.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $19.72 Mil. This investment constitutes 6.79% of their stock portfolio, and Morling Financial 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 Morling Financial Advisors, LLC has made 10 purchases of DFAU, at an average price of $33.25, for a total of 652,894.00 shares. In addition, there have been 2 sales at an average price of $27.13 for 139,933.00 shares. Based on historical transaction data and DFAU's current price of $43.21, Morling Financial Advisors, LLC's estimated gain on his DFAU holdings is $4.25 Mil, reflecting a 19.58% gain to date.
Morling Financial Advisors, LLC DFAU ($43.21) Holding Chart
Morling Financial Advisors, LLC DFAU ($43.21) 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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