Asset Dedication, LLC DFAC Holdings History
Asset Dedication, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Asset Dedication, LLC held 3.97 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $130.94 Mil. This investment constitutes 10.63% of their stock portfolio, and Asset Dedication, LLC now holds 0.42% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Asset Dedication, LLC has made 14 purchases of DFAC, at an average price of $27.31, for a total of 4.15 Mil shares. In addition, there have been 2 sales at an average price of $29.77 for 184,888.00 shares. Based on historical transaction data and DFAC's current price of $35.70, Asset Dedication, LLC's estimated gain on his DFAC holdings is $33.74 Mil, reflecting a 29.74% gain to date.
Asset Dedication, LLC DFAC ($35.70) Holding Chart
Asset Dedication, 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 % | |||
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