Number of Shares
1.81 Mil
Current Holdings Value*
$59.64 Mil
% of Portfolio
22%
Total Estimate Gain
$19.26 Mil
% of Total Estimate Gain
35.44%

BAKER BOYER NATIONAL BANK's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, BAKER BOYER NATIONAL BANK held 1.81 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $59.64 Mil. This investment constitutes 22% of their stock portfolio, and BAKER BOYER NATIONAL BANK now holds 0.19% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2021Q2. And since then BAKER BOYER NATIONAL BANK has made 8 purchases of DFAC, at an average price of $26.41, for a total of 2.06 Mil shares. In addition, there have been 7 sales at an average price of $27.62 for 249,792.00 shares. Based on historical transaction data and DFAC's current price of $36.89, BAKER BOYER NATIONAL BANK's estimated gain on his DFAC holdings is $19.26 Mil, reflecting a 35.44% gain to date.

BAKER BOYER NATIONAL BANK DFAC ($36.89) Holding Chart

BAKER BOYER NATIONAL BANK DFAC ($36.89) 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