Number of Shares
117,469.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
2.7%
Total Estimate Gain
$159,533.77
% of Total Estimate Gain
3.86%

Keystone Financial Group, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 117,469.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $3.84 Mil. This investment constitutes 2.7% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of DFAC, at an average price of $35.17, for a total of 117,469.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Keystone Financial Group, Inc.'s estimated gain on his DFAC holdings is $159,533.77, reflecting a 3.86% gain to date.

Keystone Financial Group, Inc. DFAC ($36.53) Holding Chart

Keystone Financial Group, Inc. 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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