Number of Shares
86,479.00
Current Holdings Value*
$2.86 Mil
% of Portfolio
2.66%
Total Estimate Gain
$157,391.78
% of Total Estimate Gain
5.24%

OneAscent Family Office, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, OneAscent Family Office, LLC held 86,479.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $2.86 Mil. This investment constitutes 2.66% of their stock portfolio, and OneAscent Family Office, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2025Q1. And since then OneAscent Family Office, LLC has made 1 purchases of DFAC, at an average price of $34.71, for a total of 86,479.00 shares. Based on historical transaction data and DFAC's current price of $36.53, OneAscent Family Office, LLC's estimated gain on his DFAC holdings is $157,391.78, reflecting a 5.24% gain to date.

OneAscent Family Office, LLC DFAC ($36.53) Holding Chart

OneAscent Family Office, LLC 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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