SimpliFi, Inc. DFAC Holdings History
Number of Shares
8,516.00
Current Holdings Value*
$305,210.00
% of Portfolio
0.13%
Total Estimate Gain
$30,146.64
% of Total Estimate Gain
10.61%
SimpliFi, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, SimpliFi, Inc. held 8,516.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $305,210.00. This investment constitutes 0.13% of their stock portfolio, and SimpliFi, Inc. now holds 0% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2025Q2. And since then SimpliFi, Inc. has made 1 purchases of DFAC, at an average price of $33.35, for a total of 8,516.00 shares. Based on historical transaction data and DFAC's current price of $36.89, SimpliFi, Inc.'s estimated gain on his DFAC holdings is $30,146.64, reflecting a 10.61% gain to date.
SimpliFi, Inc. DFAC ($36.89) Holding Chart
SimpliFi, Inc. 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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