Number of Shares
307,505.00
Current Holdings Value*
$11.02 Mil
% of Portfolio
1.43%
Total Estimate Gain
$4.72 Mil
% of Total Estimate Gain
43.86%

Great Waters Wealth Management's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, Great Waters Wealth Management held 307,505.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $11.02 Mil. This investment constitutes 1.43% of their stock portfolio, and Great Waters Wealth Management now holds 0.03% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q4. In addition, there have been 10 sales at an average price of $30.19 for 136,539.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Great Waters Wealth Management's estimated gain on his DFAC holdings is $4.72 Mil, reflecting a 43.86% gain to date.

Great Waters Wealth Management DFAC ($36.89) Holding Chart

Great Waters Wealth Management DFAC ($36.89) 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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