Fortis Advisors, LLC DFAC Holdings History
Fortis Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 33,289.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $1.10 Mil. This investment constitutes 0.72% of their stock portfolio, and Fortis Advisors, LLC now holds 0% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Fortis Advisors, LLC has made 14 purchases of DFAC, at an average price of $26.60, for a total of 42,140.00 shares. In addition, there have been 2 sales at an average price of $34.60 for 8,851.00 shares. Based on historical transaction data and DFAC's current price of $36.54, Fortis Advisors, LLC's estimated gain on his DFAC holdings is $401,832.71, reflecting a 35.85% gain to date.
Fortis Advisors, LLC DFAC ($36.54) Holding Chart
Fortis Advisors, LLC DFAC ($36.54) 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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