Prudent Man Investment Management, Inc. DFAC Holdings History
Number of Shares
1.50 Mil
Current Holdings Value*
$51.97 Mil
% of Portfolio
28.79%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
4.85%
Prudent Man Investment Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Prudent Man Investment Management, Inc. held 1.50 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $51.97 Mil. This investment constitutes 28.79% of their stock portfolio, and Prudent Man Investment Management, Inc. now holds 0.16% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFAC's current price of $36.95, Prudent Man Investment Management, Inc.'s estimated gain on his DFAC holdings is $2.57 Mil, reflecting a 4.85% gain to date.
Prudent Man Investment Management, Inc. DFAC ($36.95) Holding Chart
Prudent Man Investment Management, Inc. DFAC ($36.95) 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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