Advisory Services & Investments, LLC DFAC Holdings History
Advisory Services & Investments, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 339,698.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $11.65 Mil. This investment constitutes 7.93% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q1. And since then Advisory Services & Investments, LLC has made 4 purchases of DFAC, at an average price of $25.50, for a total of 399,745.00 shares. In addition, there have been 7 sales at an average price of $26.98 for 60,047.00 shares. Based on historical transaction data and DFAC's current price of $36.98, Advisory Services & Investments, LLC's estimated gain on his DFAC holdings is $3.99 Mil, reflecting a 39.14% gain to date.
Advisory Services & Investments, LLC DFAC ($36.98) Holding Chart
Advisory Services & Investments, LLC DFAC ($36.98) 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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