RVW Wealth, LLC DFAU Holdings History

Number of Shares
4.33 Mil
Current Holdings Value*
$183.49 Mil
% of Portfolio
15.58%
Total Estimate Gain
$28.76 Mil
% of Total Estimate Gain
18.21%

RVW Wealth, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-06-30, RVW Wealth, LLC held 4.33 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $183.49 Mil. This investment constitutes 15.58% of their stock portfolio, and RVW Wealth, LLC now holds 2.14% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2022Q1. And since then RVW Wealth, LLC has made 14 purchases of DFAU, at an average price of $36.47, for a total of 4.33 Mil shares. Based on historical transaction data and DFAU's current price of $43.11, RVW Wealth, LLC's estimated gain on his DFAU holdings is $28.76 Mil, reflecting a 18.21% gain to date.

RVW Wealth, LLC DFAU ($43.11) Holding Chart

RVW Wealth, LLC DFAU ($43.11) 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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