Straight Path Wealth Management DFAC Holdings History
Straight Path Wealth Management's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 1.33 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $43.75 Mil. This investment constitutes 17.7% of their stock portfolio, and Straight Path Wealth Management now holds 0.14% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q2. And since then Straight Path Wealth Management has made 12 purchases of DFAC, at an average price of $27.23, for a total of 1.33 Mil shares. Based on historical transaction data and DFAC's current price of $36.42, Straight Path Wealth Management's estimated gain on his DFAC holdings is $12.18 Mil, reflecting a 33.72% gain to date.
Straight Path Wealth Management DFAC ($36.42) Holding Chart
Straight Path Wealth Management DFAC ($36.42) 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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