Number of Shares
134,210.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
5.65%
Total Estimate Gain
$136,759.44
% of Total Estimate Gain
2.89%

Prospect Financial Group LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Prospect Financial Group LLC held 134,210.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.43 Mil. This investment constitutes 5.65% of their stock portfolio, and Prospect Financial Group LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q4. And since then Prospect Financial Group LLC has made 1 purchases of DFAC, at an average price of $35.23, for a total of 134,210.00 shares. Based on historical transaction data and DFAC's current price of $36.25, Prospect Financial Group LLC's estimated gain on his DFAC holdings is $136,759.44, reflecting a 2.89% gain to date.

Prospect Financial Group LLC DFAC ($36.25) Holding Chart

Prospect Financial Group LLC DFAC ($36.25) 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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