SC&H Financial Advisors, Inc. DCOR Holdings History
Number of Shares
173,261.00
Current Holdings Value*
$10.63 Mil
% of Portfolio
2.09%
Total Estimate Gain
$979,804.85
% of Total Estimate Gain
9.10%
SC&H Financial Advisors, Inc.'s Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 173,261.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $10.63 Mil. This investment constitutes 2.09% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.73% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2023Q4. And since then SC&H Financial Advisors, Inc. has made 6 purchases of DCOR, at an average price of $62.13, for a total of 173,261.00 shares. Based on historical transaction data and DCOR's current price of $67.79, SC&H Financial Advisors, Inc.'s estimated gain on his DCOR holdings is $979,804.85, reflecting a 9.10% gain to date.
SC&H Financial Advisors, Inc. DCOR ($67.79) Holding Chart
SC&H Financial Advisors, Inc. DCOR ($67.79) 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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