Cedar Wealth Management, LLC DFAC Holdings History
Cedar Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 302,298.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $9.97 Mil. This investment constitutes 3.55% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Cedar Wealth Management, LLC has made 2 purchases of DFAC, at an average price of $25.91, for a total of 607,318.00 shares. In addition, there have been 3 sales at an average price of $24.24 for 305,020.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Cedar Wealth Management, LLC's estimated gain on his DFAC holdings is $2.70 Mil, reflecting a 17.15% gain to date.
Cedar Wealth Management, LLC DFAC ($36.53) Holding Chart
Cedar Wealth Management, LLC DFAC ($36.53) 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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