Financial Council, LLC DFAC Holdings History
Number of Shares
158,520.00
Current Holdings Value*
$5.23 Mil
% of Portfolio
2.82%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
28.58%
Financial Council, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Financial Council, LLC held 158,520.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.23 Mil. This investment constitutes 2.82% of their stock portfolio, and Financial Council, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Financial Council, LLC has made 14 purchases of DFAC, at an average price of $27.22, for a total of 158,520.00 shares. Based on historical transaction data and DFAC's current price of $35.00, Financial Council, LLC's estimated gain on his DFAC holdings is $1.23 Mil, reflecting a 28.58% gain to date.
Financial Council, LLC DFAC ($35.00) Holding Chart
Financial Council, LLC DFAC ($35.00) 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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