SC&H Financial Advisors, Inc. DFAU Holdings History
Number of Shares
777,686.00
Current Holdings Value*
$29.89 Mil
% of Portfolio
5.88%
Total Estimate Gain
$8.99 Mil
% of Total Estimate Gain
36.85%
SC&H Financial Advisors, Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 777,686.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $29.89 Mil. This investment constitutes 5.88% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.41% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q4. And since then SC&H Financial Advisors, Inc. has made 13 purchases of DFAU, at an average price of $31.38, for a total of 777,686.00 shares. Based on historical transaction data and DFAU's current price of $42.94, SC&H Financial Advisors, Inc.'s estimated gain on his DFAU holdings is $8.99 Mil, reflecting a 36.85% gain to date.
SC&H Financial Advisors, Inc. DFAU ($42.94) Holding Chart
SC&H Financial Advisors, Inc. DFAU ($42.94) 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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