Benchmark Wealth Management, LLC DFAC Holdings History
Benchmark Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 31,269.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $1.03 Mil. This investment constitutes 0.5% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2025Q1. And since then Benchmark Wealth Management, LLC has made 1 purchases of DFAC, at an average price of $34.71, for a total of 31,269.00 shares. Based on historical transaction data and DFAC's current price of $36.52, Benchmark Wealth Management, LLC's estimated gain on his DFAC holdings is $56,596.89, reflecting a 5.21% gain to date.
Benchmark Wealth Management, LLC DFAC ($36.52) Holding Chart
Benchmark Wealth Management, LLC DFAC ($36.52) 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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