Discipline Wealth Solutions, LLC DFAC Holdings History
Discipline Wealth Solutions, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 958,576.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $34.36 Mil. This investment constitutes 13.16% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Discipline Wealth Solutions, LLC has made 6 purchases of DFAC, at an average price of $29.62, for a total of 958,576.00 shares. Based on historical transaction data and DFAC's current price of $36.14, Discipline Wealth Solutions, LLC's estimated gain on his DFAC holdings is $6.24 Mil, reflecting a 21.99% gain to date.
Discipline Wealth Solutions, LLC DFAC ($36.14) Holding Chart
Discipline Wealth Solutions, LLC DFAC ($36.14) 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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