Number of Shares
94,276.00
Current Holdings Value*
$3.23 Mil
% of Portfolio
1.98%
Total Estimate Gain
$911,587.60
% of Total Estimate Gain
31.98%

LifePro Asset Management's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2024-09-30, LifePro Asset Management held 94,276.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $3.23 Mil. This investment constitutes 1.98% of their stock portfolio, and LifePro Asset Management now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2023Q3. And since then LifePro Asset Management has made 3 purchases of DFAC, at an average price of $27.52, for a total of 103,588.00 shares. In addition, there have been 2 sales at an average price of $32.89 for 9,312.00 shares. Based on historical transaction data and DFAC's current price of $36.66, LifePro Asset Management's estimated gain on his DFAC holdings is $911,587.60, reflecting a 31.98% gain to date.

LifePro Asset Management DFAC ($36.66) Holding Chart

LifePro Asset Management DFAC ($36.66) 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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