DELAP WEALTH ADVISORY, LLC DFAC Holdings History
DELAP WEALTH ADVISORY, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 389,464.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $12.85 Mil. This investment constitutes 7.16% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 3 purchases of DFAC, at an average price of $27.51, for a total of 959,506.00 shares. In addition, there have been 6 sales at an average price of $32.02 for 570,042.00 shares. Based on historical transaction data and DFAC's current price of $36.38, DELAP WEALTH ADVISORY, LLC's estimated gain on his DFAC holdings is $6.02 Mil, reflecting a 22.82% gain to date.
DELAP WEALTH ADVISORY, LLC DFAC ($36.38) Holding Chart
DELAP WEALTH ADVISORY, LLC DFAC ($36.38) 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
