Daner Wealth Management, LLC DFAC Holdings History
Number of Shares
507,031.00
Current Holdings Value*
$18.23 Mil
% of Portfolio
13.38%
Total Estimate Gain
$608,437.20
% of Total Estimate Gain
3.41%
Daner Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 507,031.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $18.23 Mil. This investment constitutes 13.38% of their stock portfolio, and Daner 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 2024Q4. Based on historical transaction data and DFAC's current price of $36.44, Daner Wealth Management, LLC's estimated gain on his DFAC holdings is $608,437.20, reflecting a 3.41% gain to date.
Daner Wealth Management, LLC DFAC ($36.44) Holding Chart
Daner 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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