SOUNDMARK WEALTH MANAGEMENT, LLC DFAC Holdings History
SOUNDMARK WEALTH MANAGEMENT, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 7 purchases of DFAC, at an average price of $27.05, for a total of 1.52 Mil shares. In addition, there have been 5 sales at an average price of $29.83 for 1.52 Mil shares. Based on historical transaction data and DFAC's current price of $36.53, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his DFAC holdings is $4.23 Mil, reflecting a 10.27% gain to date.
SOUNDMARK WEALTH MANAGEMENT, LLC DFAC ($36.53) Holding Chart
SOUNDMARK WEALTH MANAGEMENT, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
