Safeguard Investment Advisory Group, LLC DFAC Holdings History
Safeguard Investment Advisory Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 2.56 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $84.52 Mil. This investment constitutes 22.97% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.27% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Safeguard Investment Advisory Group, LLC has made 12 purchases of DFAC, at an average price of $26.74, for a total of 2.83 Mil shares. In addition, there have been 3 sales at an average price of $27.53 for 263,403.00 shares. Based on historical transaction data and DFAC's current price of $36.66, Safeguard Investment Advisory Group, LLC's estimated gain on his DFAC holdings is $25.61 Mil, reflecting a 33.90% gain to date.
Safeguard Investment Advisory Group, LLC DFAC ($36.66) Holding Chart
Safeguard Investment Advisory Group, LLC DFAC ($36.66) 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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