GeoWealth Management, LLC DFAC Holdings History
GeoWealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 5.27 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $173.94 Mil. This investment constitutes 6.99% of their stock portfolio, and GeoWealth Management, LLC now holds 0.55% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q1. And since then GeoWealth Management, LLC has made 2 purchases of DFAC, at an average price of $32.74, for a total of 5.77 Mil shares. In addition, there have been 3 sales at an average price of $33.22 for 492,519.00 shares. Based on historical transaction data and DFAC's current price of $36.95, GeoWealth Management, LLC's estimated gain on his DFAC holdings is $22.41 Mil, reflecting a 11.87% gain to date.
GeoWealth Management, LLC DFAC ($36.95) Holding Chart
GeoWealth Management, LLC DFAC ($36.95) 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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