Meredith Wealth Planning DFAC Holdings History
Meredith Wealth Planning's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 23,580.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $845,120.00. This investment constitutes 0.31% of their stock portfolio, and Meredith Wealth Planning now holds 0% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2025Q2. And since then Meredith Wealth Planning has made 1 purchases of DFAC, at an average price of $33.35, for a total of 23,580.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Meredith Wealth Planning's estimated gain on his DFAC holdings is $74,984.40, reflecting a 9.54% gain to date.
Meredith Wealth Planning DFAC ($36.53) Holding Chart
Meredith Wealth Planning 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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