Forvis Mazars Wealth Advisors, LLC DFAC Holdings History
Forvis Mazars Wealth Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 2.06 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $67.95 Mil. This investment constitutes 1.63% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.22% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 9 purchases of DFAC, at an average price of $25.45, for a total of 2.94 Mil shares. In addition, there have been 6 sales at an average price of $33.82 for 877,720.00 shares. Based on historical transaction data and DFAC's current price of $36.48, Forvis Mazars Wealth Advisors, LLC's estimated gain on his DFAC holdings is $30.05 Mil, reflecting a 40.19% gain to date.
Forvis Mazars Wealth Advisors, LLC DFAC ($36.48) Holding Chart
Forvis Mazars Wealth Advisors, LLC DFAC ($36.48) 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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