Adero Partners, LLC DFAC Holdings History
Adero Partners, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Adero Partners, LLC held 1.62 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $53.56 Mil. This investment constitutes 3.5% of their stock portfolio, and Adero Partners, LLC now holds 0.17% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Adero Partners, LLC has made 1 purchases of DFAC, at an average price of $27.10, for a total of 2.24 Mil shares. In addition, there have been 14 sales at an average price of $28.48 for 612,769.00 shares. Based on historical transaction data and DFAC's current price of $36.96, Adero Partners, LLC's estimated gain on his DFAC holdings is $16.84 Mil, reflecting a 27.79% gain to date.
Adero Partners, LLC DFAC ($36.96) Holding Chart
Adero Partners, LLC DFAC ($36.96) 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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