RCS Financial Planning, LLC DFAC Holdings History
RCS Financial Planning, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 705,923.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $23.29 Mil. This investment constitutes 12.29% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.07% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 5 purchases of DFAC, at an average price of $26.17, for a total of 865,280.00 shares. In addition, there have been 4 sales at an average price of $29.70 for 159,357.00 shares. Based on historical transaction data and DFAC's current price of $36.53, RCS Financial Planning, LLC's estimated gain on his DFAC holdings is $7.87 Mil, reflecting a 34.77% gain to date.
RCS Financial Planning, LLC DFAC ($36.53) Holding Chart
RCS Financial Planning, LLC DFAC ($36.53) 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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