Dynamic Advisor Solutions LLC DFAC Holdings History
Dynamic Advisor Solutions LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Dynamic Advisor Solutions LLC held 1.13 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $37.13 Mil. This investment constitutes 1.22% of their stock portfolio, and Dynamic Advisor Solutions LLC now holds 0.12% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Dynamic Advisor Solutions LLC has made 13 purchases of DFAC, at an average price of $28.06, for a total of 1.45 Mil shares. In addition, there have been 3 sales at an average price of $27.25 for 328,947.00 shares. Based on historical transaction data and DFAC's current price of $36.51, Dynamic Advisor Solutions LLC's estimated gain on his DFAC holdings is $9.24 Mil, reflecting a 22.64% gain to date.
Dynamic Advisor Solutions LLC DFAC ($36.51) Holding Chart
Dynamic Advisor Solutions LLC DFAC ($36.51) 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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