Geometric Wealth Advisors DFAC Holdings History
Geometric Wealth Advisors's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 7.76 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $256.14 Mil. This investment constitutes 43.77% of their stock portfolio, and Geometric Wealth Advisors now holds 0.81% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Geometric Wealth Advisors has made 12 purchases of DFAC, at an average price of $27.08, for a total of 11.34 Mil shares. In addition, there have been 1 sales at an average price of $27.32 for 3.57 Mil shares. Based on historical transaction data and DFAC's current price of $36.54, Geometric Wealth Advisors's estimated gain on his DFAC holdings is $74.28 Mil, reflecting a 24.19% gain to date.
Geometric Wealth Advisors DFAC ($36.54) Holding Chart
Geometric Wealth Advisors 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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