LifeGuide Financial Advisors, LLC DFAC Holdings History
LifeGuide Financial Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, LifeGuide Financial Advisors, LLC held 609,025.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $20.09 Mil. This investment constitutes 8.2% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 0.06% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q1. And since then LifeGuide Financial Advisors, LLC has made 9 purchases of DFAC, at an average price of $28.12, for a total of 609,025.00 shares. Based on historical transaction data and DFAC's current price of $35.17, LifeGuide Financial Advisors, LLC's estimated gain on his DFAC holdings is $4.30 Mil, reflecting a 25.10% gain to date.
LifeGuide Financial Advisors, LLC DFAC ($35.17) Holding Chart
LifeGuide Financial Advisors, LLC DFAC ($35.17) 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
