Spectrum Investment Advisors, Inc. DFAU Holdings History
Spectrum Investment Advisors, Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held 603,830.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $23.21 Mil. This investment constitutes 14.98% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.32% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 5 purchases of DFAU, at an average price of $31.53, for a total of 603,830.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Spectrum Investment Advisors, Inc.'s estimated gain on his DFAU holdings is $6.99 Mil, reflecting a 36.73% gain to date.
Spectrum Investment Advisors, Inc. DFAU ($43.11) Holding Chart
Spectrum Investment Advisors, Inc. 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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