Number of Shares
1.35 Mil
Current Holdings Value*
$44.50 Mil
% of Portfolio
18.32%
Total Estimate Gain
$11.45 Mil
% of Total Estimate Gain
30.27%

One Degree Advisors Inc's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 1.35 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $44.50 Mil. This investment constitutes 18.32% of their stock portfolio, and One Degree Advisors Inc now holds 0.14% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 5 purchases of DFAC, at an average price of $28.04, for a total of 1.35 Mil shares. Based on historical transaction data and DFAC's current price of $36.53, One Degree Advisors Inc's estimated gain on his DFAC holdings is $11.45 Mil, reflecting a 30.27% gain to date.

One Degree Advisors Inc DFAC ($36.53) Holding Chart

One Degree Advisors 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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