Leonard Rickey Investment Advisors P.L.L.C. DFAC Holdings History
Leonard Rickey Investment Advisors P.L.L.C.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Leonard Rickey Investment Advisors P.L.L.C. held 932,209.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $29.30 Mil. This investment constitutes 6.32% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q2. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 3 purchases of DFAC, at an average price of $34.68, for a total of 932,227.00 shares. In addition, there have been 1 sales at an average price of $33.03 for 18.00 shares. Based on historical transaction data and DFAC's current price of $36.52, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his DFAC holdings is $1.71 Mil, reflecting a 5.29% gain to date.
Leonard Rickey Investment Advisors P.L.L.C. DFAC ($36.52) Holding Chart
Leonard Rickey Investment Advisors P.L.L.C. DFAC ($36.52) 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
