BetterWealth, LLC DFAC Holdings History
BetterWealth, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, BetterWealth, LLC held 2.74 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $90.35 Mil. This investment constitutes 25.35% of their stock portfolio, and BetterWealth, LLC now holds 0.29% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then BetterWealth, LLC has made 6 purchases of DFAC, at an average price of $26.26, for a total of 4.12 Mil shares. In addition, there have been 7 sales at an average price of $28.39 for 1.38 Mil shares. Based on historical transaction data and DFAC's current price of $35.56, BetterWealth, LLC's estimated gain on his DFAC holdings is $28.42 Mil, reflecting a 26.27% gain to date.
BetterWealth, LLC DFAC ($35.56) Holding Chart
BetterWealth, LLC DFAC ($35.56) 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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