BCU Wealth Advisors, LLC DFAC Holdings History
BCU Wealth Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, BCU Wealth Advisors, LLC held 2.55 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $84.03 Mil. This investment constitutes 43.71% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.27% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 5 purchases of DFAC, at an average price of $29.88, for a total of 2.55 Mil shares. Based on historical transaction data and DFAC's current price of $36.45, BCU Wealth Advisors, LLC's estimated gain on his DFAC holdings is $16.73 Mil, reflecting a 21.99% gain to date.
BCU Wealth Advisors, LLC DFAC ($36.45) Holding Chart
BCU Wealth Advisors, LLC DFAC ($36.45) 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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