Investment Advisory Group, LLC DFAC Holdings History
Investment Advisory Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 567,641.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $18.73 Mil. This investment constitutes 6.27% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.06% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 12 purchases of DFAC, at an average price of $27.77, for a total of 593,124.00 shares. In addition, there have been 1 sales at an average price of $25.28 for 25,483.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Investment Advisory Group, LLC's estimated gain on his DFAC holdings is $5.11 Mil, reflecting a 31.05% gain to date.
Investment Advisory Group, LLC DFAC ($36.89) Holding Chart
Investment Advisory Group, LLC 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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