Simplicity Wealth,LLC DFAC Holdings History
Simplicity Wealth,LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 550,538.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $18.16 Mil. This investment constitutes 1.41% of their stock portfolio, and Simplicity Wealth,LLC now holds 0.06% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q1. And since then Simplicity Wealth,LLC has made 3 purchases of DFAC, at an average price of $32.60, for a total of 1.58 Mil shares. In addition, there have been 2 sales at an average price of $34.13 for 1.03 Mil shares. Based on historical transaction data and DFAC's current price of $36.53, Simplicity Wealth,LLC's estimated gain on his DFAC holdings is $3.73 Mil, reflecting a 7.27% gain to date.
Simplicity Wealth,LLC DFAC ($36.53) Holding Chart
Simplicity Wealth,LLC DFAC ($36.53) 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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