CRITERION CAPITAL ADVISORS, LLC DFAC Holdings History
CRITERION CAPITAL ADVISORS, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 259,367.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $8.36 Mil. This investment constitutes 5.26% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 2 purchases of DFAC, at an average price of $28.67, for a total of 259,367.00 shares. Based on historical transaction data and DFAC's current price of $36.89, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his DFAC holdings is $2.13 Mil, reflecting a 28.66% gain to date.
CRITERION CAPITAL ADVISORS, LLC DFAC ($36.89) Holding Chart
CRITERION CAPITAL ADVISORS, LLC DFAC ($36.89) 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 % | |||
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