Number of Shares
8,044.00
Current Holdings Value*
$288,290.00
% of Portfolio
8.24%
Total Estimate Gain
$396,531.27
% of Total Estimate Gain
8.28%

BLACK POINT WEALTH MANAGEMENT's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, BLACK POINT WEALTH MANAGEMENT held 8,044.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $288,290.00. This investment constitutes 8.24% of their stock portfolio, and BLACK POINT WEALTH MANAGEMENT now holds 0% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q2. And since then BLACK POINT WEALTH MANAGEMENT has made 2 purchases of DFAC, at an average price of $31.95, for a total of 149,798.00 shares. In addition, there have been 2 sales at an average price of $34.49 for 141,754.00 shares. Based on historical transaction data and DFAC's current price of $36.53, BLACK POINT WEALTH MANAGEMENT's estimated gain on his DFAC holdings is $396,531.27, reflecting a 8.28% gain to date.

BLACK POINT WEALTH MANAGEMENT DFAC ($36.53) Holding Chart

BLACK POINT WEALTH MANAGEMENT DFAC ($36.53) 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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