SpringVest Wealth Management LLC DFAU Holdings History
SpringVest Wealth Management LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 94,802.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $3.64 Mil. This investment constitutes 3.02% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.05% 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 1,253.00 shares. Based on historical transaction data and DFAU's current price of $43.21, SpringVest Wealth Management LLC's estimated gain on his DFAU holdings is $220,500.23, reflecting a 5.62% gain to date.
SpringVest Wealth Management LLC DFAU ($43.21) Holding Chart
SpringVest Wealth Management LLC DFAU ($43.21) 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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