Baldrige Asset Management LLC DFAC Holdings History
Baldrige Asset Management LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2023-03-31, Baldrige Asset Management LLC held 738,468.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $18.82 Mil. This investment constitutes 7.72% of their stock portfolio, and Baldrige Asset Management LLC now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Baldrige Asset Management LLC has made 6 purchases of DFAC, at an average price of $26.37, for a total of 756,285.00 shares. In addition, there have been 2 sales at an average price of $25.49 for 17,817.00 shares. Based on historical transaction data and DFAC's current price of $36.94, Baldrige Asset Management LLC's estimated gain on his DFAC holdings is $7.79 Mil, reflecting a 39.05% gain to date.
Baldrige Asset Management LLC DFAC ($36.94) Holding Chart
Baldrige Asset Management LLC DFAC ($36.94) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
