Sensible Money, LLC DFAC Holdings History

Number of Shares
1.80 Mil
Current Holdings Value*
$59.45 Mil
% of Portfolio
25.47%
Total Estimate Gain
$14.90 Mil
% of Total Estimate Gain
30.63%

Sensible Money, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Sensible Money, LLC held 1.80 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $59.45 Mil. This investment constitutes 25.47% of their stock portfolio, and Sensible Money, LLC now holds 0.19% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 9 purchases of DFAC, at an average price of $26.98, for a total of 1.80 Mil shares. Based on historical transaction data and DFAC's current price of $35.25, Sensible Money, LLC's estimated gain on his DFAC holdings is $14.90 Mil, reflecting a 30.63% gain to date.

Sensible Money, LLC DFAC ($35.25) Holding Chart

Sensible Money, LLC DFAC ($35.25) 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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