Align Wealth Management, LLC DFAC Holdings History
Number of Shares
1.58 Mil
Current Holdings Value*
$35.18 Mil
% of Portfolio
29.75%
Total Estimate Gain
$18.18 Mil
% of Total Estimate Gain
47.46%
Align Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 1.58 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $35.18 Mil. This investment constitutes 29.75% of their stock portfolio, and Align Wealth Management, LLC now holds 0.23% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and DFAC's current price of $35.70, Align Wealth Management, LLC's estimated gain on his DFAC holdings is $18.18 Mil, reflecting a 47.46% gain to date.
Align Wealth Management, LLC DFAC ($35.70) Holding Chart
Align Wealth Management, LLC DFAC ($35.70) 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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers