RIVERCHASE WEALTH MANAGEMENT, LLC DFAU Holdings History
Number of Shares
8,273.00
Current Holdings Value*
$318,030.00
% of Portfolio
0.22%
Total Estimate Gain
$9,035.53
% of Total Estimate Gain
0.59%
RIVERCHASE WEALTH MANAGEMENT, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 8,273.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $318,030.00. This investment constitutes 0.22% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $40.57 for 29,031.00 shares. Based on historical transaction data and DFAU's current price of $43.06, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his DFAU holdings is $9,035.53, reflecting a 0.59% gain to date.
RIVERCHASE WEALTH MANAGEMENT, LLC DFAU ($43.06) Holding Chart
RIVERCHASE WEALTH MANAGEMENT, LLC DFAU ($43.06) 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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