McLean Asset Management Corp DFAC Holdings History
McLean Asset Management Corp's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 365,195.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $13.25 Mil. This investment constitutes 3.48% of their stock portfolio, and McLean Asset Management Corp now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then McLean Asset Management Corp has made 9 purchases of DFAC, at an average price of $26.61, for a total of 2.05 Mil shares. In addition, there have been 7 sales at an average price of $26.45 for 1.69 Mil shares. Based on historical transaction data and DFAC's current price of $36.44, McLean Asset Management Corp's estimated gain on his DFAC holdings is $3.31 Mil, reflecting a 6.06% gain to date.
McLean Asset Management Corp DFAC ($36.44) Holding Chart
McLean Asset Management Corp DFAC ($36.44) 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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