Schulz Wealth, LTD. DFAC Holdings History
Schulz Wealth, LTD.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Schulz Wealth, LTD. held 795,734.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $28.52 Mil. This investment constitutes 21.32% of their stock portfolio, and Schulz Wealth, LTD. now holds 0.08% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Schulz Wealth, LTD. has made 5 purchases of DFAC, at an average price of $28.46, for a total of 832,438.00 shares. In addition, there have been 1 sales at an average price of $31.54 for 36,704.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Schulz Wealth, LTD.'s estimated gain on his DFAC holdings is $6.82 Mil, reflecting a 28.81% gain to date.
Schulz Wealth, LTD. DFAC ($36.89) Holding Chart
Schulz Wealth, LTD. DFAC ($36.89) 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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