JP Wealth Management, Inc. DFAC Holdings History
JP Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, JP Wealth Management, Inc. held 856,169.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $28.25 Mil. This investment constitutes 22.76% of their stock portfolio, and JP Wealth Management, Inc. now holds 0.09% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then JP Wealth Management, Inc. has made 1 purchases of DFAC, at an average price of $35.23, for a total of 856,169.00 shares. Based on historical transaction data and DFAC's current price of $36.48, JP Wealth Management, Inc.'s estimated gain on his DFAC holdings is $1.07 Mil, reflecting a 3.55% gain to date.
JP Wealth Management, Inc. DFAC ($36.48) Holding Chart
JP Wealth Management, Inc. 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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