Evanson Asset Management, LLC DFAC Holdings History
Evanson Asset Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Evanson Asset Management, LLC held 3.89 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $128.26 Mil. This investment constitutes 9.09% of their stock portfolio, and Evanson Asset Management, LLC now holds 0.41% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Evanson Asset Management, LLC has made 9 purchases of DFAC, at an average price of $27.20, for a total of 4.88 Mil shares. In addition, there have been 5 sales at an average price of $28.44 for 996,444.00 shares. Based on historical transaction data and DFAC's current price of $35.56, Evanson Asset Management, LLC's estimated gain on his DFAC holdings is $33.76 Mil, reflecting a 25.42% gain to date.
Evanson Asset Management, LLC DFAC ($35.56) Holding Chart
Evanson Asset Management, LLC DFAC ($35.56) 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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