CAPITAL PERFORMANCE ADVISORS LLP DFAC Holdings History
EARNED WEALTH ADVISORS, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 1.59 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $52.59 Mil. This investment constitutes 11.54% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.17% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 5 purchases of DFAC, at an average price of $28.08, for a total of 1.69 Mil shares. In addition, there have been 8 sales at an average price of $28.77 for 96,903.00 shares. Based on historical transaction data and DFAC's current price of $35.89, EARNED WEALTH ADVISORS, LLC's estimated gain on his DFAC holdings is $12.51 Mil, reflecting a 26.35% gain to date.
EARNED WEALTH ADVISORS, LLC DFAC ($35.89) Holding Chart
EARNED WEALTH ADVISORS, LLC DFAC ($35.89) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
