DOWLING & YAHNKE LLC DFAC Holdings History
Number of Shares
2.26 Mil
Current Holdings Value*
$50.28 Mil
% of Portfolio
2.34%
Total Estimate Gain
$21.09 Mil
% of Total Estimate Gain
34.39%
DOWLING & YAHNKE LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2022-09-30, DOWLING & YAHNKE LLC held 2.26 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $50.28 Mil. This investment constitutes 2.34% of their stock portfolio, and DOWLING & YAHNKE LLC now holds 0.36% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then DOWLING & YAHNKE LLC has made 5 purchases of DFAC, at an average price of $27.12, for a total of 2.26 Mil shares. Based on historical transaction data and DFAC's current price of $36.45, DOWLING & YAHNKE LLC's estimated gain on his DFAC holdings is $21.09 Mil, reflecting a 34.39% gain to date.
DOWLING & YAHNKE LLC DFAC ($36.45) Holding Chart
DOWLING & YAHNKE LLC DFAC ($36.45) 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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