Number of Shares
228,055.00
Current Holdings Value*
$9.66 Mil
% of Portfolio
3.73%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
38.53%

Weinberger Asset Management, Inc's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-06-30, Weinberger Asset Management, Inc held 228,055.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $9.66 Mil. This investment constitutes 3.73% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.11% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2022Q4. And since then Weinberger Asset Management, Inc has made 11 purchases of DFAU, at an average price of $31.12, for a total of 228,055.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Weinberger Asset Management, Inc's estimated gain on his DFAU holdings is $2.73 Mil, reflecting a 38.53% gain to date.

Weinberger Asset Management, Inc DFAU ($43.11) Holding Chart

Weinberger Asset Management, 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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