Retirement Solution LLC DFAC Holdings History
Retirement Solution LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Retirement Solution LLC held 498,565.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $16.45 Mil. This investment constitutes 4.53% of their stock portfolio, and Retirement Solution LLC now holds 0.05% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q1. And since then Retirement Solution LLC has made 9 purchases of DFAC, at an average price of $28.96, for a total of 498,565.00 shares. Based on historical transaction data and DFAC's current price of $36.69, Retirement Solution LLC's estimated gain on his DFAC holdings is $3.85 Mil, reflecting a 26.70% gain to date.
Retirement Solution LLC DFAC ($36.69) Holding Chart
Retirement Solution LLC DFAC ($36.69) 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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