Number of Shares
451,800.00
Current Holdings Value*
$14.90 Mil
% of Portfolio
2.28%
Total Estimate Gain
$4.62 Mil
% of Total Estimate Gain
24.22%

CVA Family Office, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 451,800.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $14.90 Mil. This investment constitutes 2.28% of their stock portfolio, and CVA Family Office, LLC now holds 0.05% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2021Q4. And since then CVA Family Office, LLC has made 10 purchases of DFAC, at an average price of $28.05, for a total of 679,717.00 shares. In addition, there have been 4 sales at an average price of $30.62 for 227,917.00 shares. Based on historical transaction data and DFAC's current price of $36.98, CVA Family Office, LLC's estimated gain on his DFAC holdings is $4.62 Mil, reflecting a 24.22% gain to date.

CVA Family Office, LLC DFAC ($36.98) Holding Chart

CVA Family Office, LLC DFAC ($36.98) 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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