Perigon Wealth Management, LLC DFAC Holdings History
Perigon Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 1.58 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $56.65 Mil. This investment constitutes 1.32% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.16% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Perigon Wealth Management, LLC has made 9 purchases of DFAC, at an average price of $27.28, for a total of 1.67 Mil shares. In addition, there have been 7 sales at an average price of $28.54 for 87,026.00 shares. Based on historical transaction data and DFAC's current price of $36.94, Perigon Wealth Management, LLC's estimated gain on his DFAC holdings is $15.38 Mil, reflecting a 33.82% gain to date.
Perigon Wealth Management, LLC DFAC ($36.94) Holding Chart
Perigon Wealth Management, LLC DFAC ($36.94) 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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