Kaufman Rossin Wealth, LLC DFAC Holdings History
Kaufman Rossin Wealth, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Kaufman Rossin Wealth, LLC held 181,175.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $6.49 Mil. This investment constitutes 4.11% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $33.49 for 6,915.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Kaufman Rossin Wealth, LLC's estimated gain on his DFAC holdings is $221,614.72, reflecting a 3.34% gain to date.
Kaufman Rossin Wealth, LLC DFAC ($36.53) Holding Chart
Kaufman Rossin Wealth, LLC DFAC ($36.53) 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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