Financial Alternatives, Inc DFAC Holdings History
Financial Alternatives, Inc's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 615,193.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $20.30 Mil. This investment constitutes 14.47% of their stock portfolio, and Financial Alternatives, Inc now holds 0.06% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 7 purchases of DFAC, at an average price of $25.62, for a total of 641,206.00 shares. In addition, there have been 2 sales at an average price of $34.58 for 26,013.00 shares. Based on historical transaction data and DFAC's current price of $36.24, Financial Alternatives, Inc's estimated gain on his DFAC holdings is $6.77 Mil, reflecting a 41.18% gain to date.
Financial Alternatives, Inc DFAC ($36.24) Holding Chart
Financial Alternatives, Inc DFAC ($36.24) 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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