Resource Planning Group DFAC Holdings History
Number of Shares
178,933.00
Current Holdings Value*
$5.23 Mil
% of Portfolio
3.32%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
27.95%
Resource Planning Group's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 178,933.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.23 Mil. This investment constitutes 3.32% of their stock portfolio, and Resource Planning Group now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q3. And since then Resource Planning Group has made 2 purchases of DFAC, at an average price of $27.07, for a total of 178,933.00 shares. Based on historical transaction data and DFAC's current price of $34.64, Resource Planning Group's estimated gain on his DFAC holdings is $1.35 Mil, reflecting a 27.95% gain to date.
Resource Planning Group DFAC ($34.64) Holding Chart
Resource Planning Group DFAC ($34.64) 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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