Parkshore Wealth Management, Inc. DFAC Holdings History
Parkshore Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Parkshore Wealth Management, Inc. held 1.73 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $62.09 Mil. This investment constitutes 30.35% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.18% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 2 purchases of DFAC, at an average price of $34.86, for a total of 1.73 Mil shares. Based on historical transaction data and DFAC's current price of $36.53, Parkshore Wealth Management, Inc.'s estimated gain on his DFAC holdings is $2.90 Mil, reflecting a 4.80% gain to date.
Parkshore Wealth Management, Inc. DFAC ($36.53) Holding Chart
Parkshore Wealth Management, 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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