DOPKINS WEALTH MANAGEMENT, LLC DFAC Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 947,336.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $31.25 Mil. This investment constitutes 15.89% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 5 purchases of DFAC, at an average price of $28.48, for a total of 1.53 Mil shares. In addition, there have been 8 sales at an average price of $27.80 for 585,759.00 shares. Based on historical transaction data and DFAC's current price of $36.44, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $7.14 Mil, reflecting a 16.35% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFAC ($36.44) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFAC ($36.44) 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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