ROBINSON SMITH WEALTH ADVISORS LLC DFAU Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 94,490.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $3.63 Mil. This investment constitutes 3.04% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.05% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 3 purchases of DFAU, at an average price of $33.46, for a total of 96,141.00 shares. In addition, there have been 2 sales at an average price of $38.02 for 1,651.00 shares. Based on historical transaction data and DFAU's current price of $43.57, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his DFAU holdings is $962,535.47, reflecting a 29.92% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC DFAU ($43.57) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC DFAU ($43.57) 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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