Mattern Wealth Management LLC DFAC Holdings History
Mattern Wealth Management LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 1.81 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $64.96 Mil. This investment constitutes 13.52% of their stock portfolio, and Mattern Wealth Management LLC now holds 0.19% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q1. And since then Mattern Wealth Management LLC has made 11 purchases of DFAC, at an average price of $30.58, for a total of 1.94 Mil shares. In addition, there have been 3 sales at an average price of $26.95 for 124,803.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Mattern Wealth Management LLC's estimated gain on his DFAC holdings is $10.34 Mil, reflecting a 17.45% gain to date.
Mattern Wealth Management LLC DFAC ($36.53) Holding Chart
Mattern Wealth Management LLC DFAC ($36.53) 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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