Planning Center, Inc. DFAC Holdings History
Planning Center, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 2.02 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $66.73 Mil. This investment constitutes 7.9% of their stock portfolio, and Planning Center, Inc. now holds 0.21% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Planning Center, Inc. has made 6 purchases of DFAC, at an average price of $25.84, for a total of 3.14 Mil shares. In addition, there have been 6 sales at an average price of $27.83 for 1.12 Mil shares. Based on historical transaction data and DFAC's current price of $36.38, Planning Center, Inc.'s estimated gain on his DFAC holdings is $23.55 Mil, reflecting a 28.98% gain to date.
Planning Center, Inc. DFAC ($36.38) Holding Chart
Planning Center, Inc. DFAC ($36.38) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
