Syverson Strege & Co DFAU Holdings History

Number of Shares
310,270.00
Current Holdings Value*
$11.93 Mil
% of Portfolio
3.83%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
40.62%

Syverson Strege & Co's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 310,270.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $11.93 Mil. This investment constitutes 3.83% of their stock portfolio, and Syverson Strege & Co now holds 0.16% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2021Q2. And since then Syverson Strege & Co has made 13 purchases of DFAU, at an average price of $30.14, for a total of 331,546.00 shares. In addition, there have been 3 sales at an average price of $31.74 for 21,276.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Syverson Strege & Co's estimated gain on his DFAU holdings is $4.06 Mil, reflecting a 40.62% gain to date.

Syverson Strege & Co DFAU ($43.11) Holding Chart

Syverson Strege & Co 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 %

Top Ranked Articles

  • 1