IFG Advisory, LLC DFAC Holdings History

Number of Shares
955,580.00
Current Holdings Value*
$31.52 Mil
% of Portfolio
1.75%
Total Estimate Gain
$10.34 Mil
% of Total Estimate Gain
19.18%

IFG Advisory, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, IFG Advisory, LLC held 955,580.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $31.52 Mil. This investment constitutes 1.75% of their stock portfolio, and IFG Advisory, LLC now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2021Q3. And since then IFG Advisory, LLC has made 8 purchases of DFAC, at an average price of $26.40, for a total of 2.04 Mil shares. In addition, there have been 7 sales at an average price of $27.06 for 1.09 Mil shares. Based on historical transaction data and DFAC's current price of $36.48, IFG Advisory, LLC's estimated gain on his DFAC holdings is $10.34 Mil, reflecting a 19.18% gain to date.

IFG Advisory, LLC DFAC ($36.48) Holding Chart

IFG Advisory, 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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