Valued Wealth Advisors LLC DFAU Holdings History
Valued Wealth Advisors LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 778,393.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $29.92 Mil. This investment constitutes 17.96% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.4% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 4 purchases of DFAU, at an average price of $32.07, for a total of 803,498.00 shares. In addition, there have been 1 sales at an average price of $38.20 for 25,105.00 shares. Based on historical transaction data and DFAU's current price of $42.31, Valued Wealth Advisors LLC's estimated gain on his DFAU holdings is $8.12 Mil, reflecting a 31.53% gain to date.
Valued Wealth Advisors LLC DFAU ($42.31) Holding Chart
Valued Wealth Advisors LLC DFAU ($42.31) 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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