Number of Shares
680,609.00
Current Holdings Value*
$22.45 Mil
% of Portfolio
17.99%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
4.67%

Babb Wealth Advisors LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Babb Wealth Advisors LLC held 680,609.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $22.45 Mil. This investment constitutes 17.99% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.07% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $34.71 for 1,790.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Babb Wealth Advisors LLC's estimated gain on his DFAC holdings is $1.12 Mil, reflecting a 4.67% gain to date.

Babb Wealth Advisors LLC DFAC ($36.89) Holding Chart

Babb Wealth Advisors LLC 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 %

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