Number of Shares
170,577.00
Current Holdings Value*
$5.63 Mil
% of Portfolio
3.82%
Total Estimate Gain
$170,083.80
% of Total Estimate Gain
2.76%

Millstone Evans Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Millstone Evans Group, LLC held 170,577.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.63 Mil. This investment constitutes 3.82% of their stock portfolio, and Millstone Evans Group, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $34.71 for 4,149.00 shares. Based on historical transaction data and DFAC's current price of $36.25, Millstone Evans Group, LLC's estimated gain on his DFAC holdings is $170,083.80, reflecting a 2.76% gain to date.

Millstone Evans Group, LLC DFAC ($36.25) Holding Chart

Millstone Evans Group, LLC DFAC ($36.25) 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 %

Top Ranked Articles

  • 1