McCarthy Asset Management, Inc. DFAC Holdings History
McCarthy Asset Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, McCarthy Asset Management, Inc. held 163,668.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.40 Mil. This investment constitutes 3.91% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then McCarthy Asset Management, Inc. has made 6 purchases of DFAC, at an average price of $26.82, for a total of 406,158.00 shares. In addition, there have been 9 sales at an average price of $28.12 for 242,490.00 shares. Based on historical transaction data and DFAC's current price of $36.53, McCarthy Asset Management, Inc.'s estimated gain on his DFAC holdings is $1.91 Mil, reflecting a 17.49% gain to date.
McCarthy Asset Management, Inc. DFAC ($36.53) Holding Chart
McCarthy Asset Management, Inc. 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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