Number of Shares
108,121.00
Current Holdings Value*
$3.88 Mil
% of Portfolio
1.42%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
30.85%

Financial Insights, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, Financial Insights, Inc. held 108,121.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $3.88 Mil. This investment constitutes 1.42% of their stock portfolio, and Financial Insights, Inc. now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q2. And since then Financial Insights, Inc. has made 5 purchases of DFAC, at an average price of $24.91, for a total of 498,080.00 shares. In addition, there have been 7 sales at an average price of $31.48 for 389,959.00 shares. Based on historical transaction data and DFAC's current price of $36.62, Financial Insights, Inc.'s estimated gain on his DFAC holdings is $3.83 Mil, reflecting a 30.85% gain to date.

Financial Insights, Inc. DFAC ($36.62) Holding Chart

Financial Insights, Inc. DFAC ($36.62) 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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