CLIENT 1ST ADVISORY GROUP, LLC DFAC Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 1.30 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $42.87 Mil. This investment constitutes 16.68% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.14% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 7 purchases of DFAC, at an average price of $27.33, for a total of 1.32 Mil shares. In addition, there have been 1 sales at an average price of $34.71 for 20,213.00 shares. Based on historical transaction data and DFAC's current price of $36.21, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his DFAC holdings is $11.69 Mil, reflecting a 32.42% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC DFAC ($36.21) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC DFAC ($36.21) 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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