Number of Shares
65,803.00
Current Holdings Value*
$4.04 Mil
% of Portfolio
2.41%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
34.86%

Copperleaf Capital, LLC's Dimensional US Core Equity 1 ETF Holding Summary

As of 2025-03-31, Copperleaf Capital, LLC held 65,803.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $4.04 Mil. This investment constitutes 2.41% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.26% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.

The initial trade took place in 2023Q4. And since then Copperleaf Capital, LLC has made 5 purchases of DCOR, at an average price of $50.29, for a total of 67,512.00 shares. In addition, there have been 1 sales at an average price of $58.05 for 1,709.00 shares. Based on historical transaction data and DCOR's current price of $68.08, Copperleaf Capital, LLC's estimated gain on his DCOR holdings is $1.18 Mil, reflecting a 34.86% gain to date.

Copperleaf Capital, LLC DCOR ($68.08) Holding Chart

Copperleaf Capital, LLC DCOR ($68.08) 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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