Private Ocean, LLC DFAC Holdings History
Private Ocean, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-06-30, Private Ocean, LLC held 7.54 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $243.01 Mil. This investment constitutes 21.43% of their stock portfolio, and Private Ocean, LLC now holds -% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q2. And since then Private Ocean, LLC has made 7 purchases of DFAC, at an average price of $26.74, for a total of 9.06 Mil shares. In addition, there have been 6 sales at an average price of $27.30 for 1.52 Mil shares. Based on historical transaction data and DFAC's current price of $35.20, Private Ocean, LLC's estimated gain on his DFAC holdings is $64.66 Mil, reflecting a 26.71% gain to date.
Private Ocean, LLC DFAC ($35.20) Holding Chart
Private Ocean, LLC DFAC ($35.20) 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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