David Wealth Management LLC DFAC Holdings History
David Wealth Management LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, David Wealth Management LLC held 697,076.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $23.00 Mil. This investment constitutes 19.24% of their stock portfolio, and David Wealth Management LLC now holds 0.07% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then David Wealth Management LLC has made 1 purchases of DFAC, at an average price of $35.24, for a total of 697,076.00 shares. Based on historical transaction data and DFAC's current price of $36.69, David Wealth Management LLC's estimated gain on his DFAC holdings is $1.01 Mil, reflecting a 4.13% gain to date.
David Wealth Management LLC DFAC ($36.69) Holding Chart
David Wealth Management LLC DFAC ($36.69) 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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