Kerntke Otto McGlone Wealth Management Group DFAC Holdings History
Kerntke Otto McGlone Wealth Management Group's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 112,877.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.05 Mil. This investment constitutes 3.21% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Kerntke Otto McGlone Wealth Management Group has made 12 purchases of DFAC, at an average price of $27.53, for a total of 694,937.00 shares. In addition, there have been 5 sales at an average price of $31.49 for 582,060.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Kerntke Otto McGlone Wealth Management Group's estimated gain on his DFAC holdings is $3.32 Mil, reflecting a 17.37% gain to date.
Kerntke Otto McGlone Wealth Management Group DFAC ($36.53) Holding Chart
Kerntke Otto McGlone Wealth Management Group 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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