MASTER'S WEALTH MANAGEMENT INC. DFAC Holdings History
Number of Shares
1.65 Mil
Current Holdings Value*
$54.45 Mil
% of Portfolio
28.58%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
3.66%
MASTER'S WEALTH MANAGEMENT INC.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, MASTER'S WEALTH MANAGEMENT INC. held 1.65 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $54.45 Mil. This investment constitutes 28.58% of their stock portfolio, and MASTER'S WEALTH MANAGEMENT INC. now holds 0.17% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then MASTER'S WEALTH MANAGEMENT INC. has made 1 purchases of DFAC, at an average price of $35.23, for a total of 1.65 Mil shares. Based on historical transaction data and DFAC's current price of $36.52, MASTER'S WEALTH MANAGEMENT INC.'s estimated gain on his DFAC holdings is $2.13 Mil, reflecting a 3.66% gain to date.
MASTER'S WEALTH MANAGEMENT INC. DFAC ($36.52) Holding Chart
MASTER'S WEALTH MANAGEMENT INC. 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 % |
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