DecisionPoint Financial, LLC DFAC Holdings History
Number of Shares
3.19 Mil
Current Holdings Value*
$105.38 Mil
% of Portfolio
30.57%
Total Estimate Gain
$27.86 Mil
% of Total Estimate Gain
31.84%
DecisionPoint Financial, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, DecisionPoint Financial, LLC held 3.19 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $105.38 Mil. This investment constitutes 30.57% of their stock portfolio, and DecisionPoint Financial, LLC now holds 0.33% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then DecisionPoint Financial, LLC has made 9 purchases of DFAC, at an average price of $27.39, for a total of 3.19 Mil shares. Based on historical transaction data and DFAC's current price of $36.11, DecisionPoint Financial, LLC's estimated gain on his DFAC holdings is $27.86 Mil, reflecting a 31.84% gain to date.
DecisionPoint Financial, LLC DFAC ($36.11) Holding Chart
DecisionPoint Financial, LLC DFAC ($36.11) 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