Number of Shares
3.05 Mil
Current Holdings Value*
$100.46 Mil
% of Portfolio
21.36%
Total Estimate Gain
$37.33 Mil
% of Total Estimate Gain
44.71%

Altiora Financial Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 3.05 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $100.46 Mil. This investment constitutes 21.36% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.32% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 6 purchases of DFAC, at an average price of $24.82, for a total of 3.36 Mil shares. In addition, there have been 3 sales at an average price of $31.03 for 319,705.00 shares. Based on historical transaction data and DFAC's current price of $36.42, Altiora Financial Group, LLC's estimated gain on his DFAC holdings is $37.33 Mil, reflecting a 44.71% gain to date.

Altiora Financial Group, LLC DFAC ($36.42) Holding Chart

Altiora Financial Group, LLC DFAC ($36.42) 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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