Schubert & Co DFAC Holdings History
Schubert & Co's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Schubert & Co held 422,421.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $13.94 Mil. This investment constitutes 9.55% of their stock portfolio, and Schubert & Co now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Schubert & Co has made 7 purchases of DFAC, at an average price of $28.45, for a total of 464,693.00 shares. In addition, there have been 5 sales at an average price of $25.61 for 42,272.00 shares. Based on historical transaction data and DFAC's current price of $36.52, Schubert & Co's estimated gain on his DFAC holdings is $3.29 Mil, reflecting a 24.89% gain to date.
Schubert & Co DFAC ($36.52) Holding Chart
Schubert & Co DFAC ($36.52) 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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