RVW Wealth, LLC DFAC Holdings History

Number of Shares
144,186.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
0.44%
Total Estimate Gain
$469,961.10
% of Total Estimate Gain
9.39%

RVW Wealth, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, RVW Wealth, LLC held 144,186.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.17 Mil. This investment constitutes 0.44% of their stock portfolio, and RVW Wealth, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q3. And since then RVW Wealth, LLC has made 2 purchases of DFAC, at an average price of $33.34, for a total of 150,143.00 shares. In addition, there have been 1 sales at an average price of $34.71 for 5,957.00 shares. Based on historical transaction data and DFAC's current price of $36.54, RVW Wealth, LLC's estimated gain on his DFAC holdings is $469,961.10, reflecting a 9.39% gain to date.

RVW Wealth, LLC DFAC ($36.54) Holding Chart

RVW Wealth, LLC DFAC ($36.54) 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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