Lauterbach Financial Advisors, LLC DFAC Holdings History
Lauterbach Financial Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 1.27 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $45.44 Mil. This investment constitutes 25% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.13% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Lauterbach Financial Advisors, LLC has made 7 purchases of DFAC, at an average price of $28.03, for a total of 1.42 Mil shares. In addition, there have been 7 sales at an average price of $29.35 for 147,646.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Lauterbach Financial Advisors, LLC's estimated gain on his DFAC holdings is $11.43 Mil, reflecting a 28.82% gain to date.
Lauterbach Financial Advisors, LLC DFAC ($36.89) Holding Chart
Lauterbach Financial Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
