Copperleaf Capital, LLC DFAC Holdings History
Copperleaf Capital, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Copperleaf Capital, LLC held 141,921.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.68 Mil. This investment constitutes 2.8% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q2. And since then Copperleaf Capital, LLC has made 8 purchases of DFAC, at an average price of $26.20, for a total of 279,595.00 shares. In addition, there have been 4 sales at an average price of $26.86 for 137,674.00 shares. Based on historical transaction data and DFAC's current price of $36.69, Copperleaf Capital, LLC's estimated gain on his DFAC holdings is $1.58 Mil, reflecting a 21.54% gain to date.
Copperleaf Capital, LLC DFAC ($36.69) Holding Chart
Copperleaf Capital, LLC DFAC ($36.69) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
