DIVERSIFY WEALTH MANAGEMENT, LLC DFAC Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 451,473.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $14.61 Mil. This investment constitutes 1.08% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 1 purchases of DFAC, at an average price of $31.62, for a total of 1.15 Mil shares. In addition, there have been 2 sales at an average price of $33.22 for 702,751.00 shares. Based on historical transaction data and DFAC's current price of $36.98, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $3.55 Mil, reflecting a 9.73% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC DFAC ($36.98) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, 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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