David Wealth Management LLC DFAC Holdings History
David Wealth Management LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, David Wealth Management LLC held 741,701.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $26.58 Mil. This investment constitutes 19.79% of their stock portfolio, and David Wealth Management LLC now holds 0.08% 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 2 purchases of DFAC, at an average price of $35.12, for a total of 741,701.00 shares. Based on historical transaction data and DFAC's current price of $36.66, David Wealth Management LLC's estimated gain on his DFAC holdings is $1.14 Mil, reflecting a 4.38% gain to date.
David Wealth Management LLC DFAC ($36.66) Holding Chart
David Wealth Management LLC DFAC ($36.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
