Syverson Strege & Co DFAC Holdings History

Number of Shares
3.48 Mil
Current Holdings Value*
$114.79 Mil
% of Portfolio
36.88%
Total Estimate Gain
$35.02 Mil
% of Total Estimate Gain
32.14%

Syverson Strege & Co's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 3.48 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $114.79 Mil. This investment constitutes 36.88% of their stock portfolio, and Syverson Strege & Co now holds 0.36% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2021Q2. And since then Syverson Strege & Co has made 12 purchases of DFAC, at an average price of $25.62, for a total of 4.25 Mil shares. In addition, there have been 4 sales at an average price of $27.54 for 773,883.00 shares. Based on historical transaction data and DFAC's current price of $35.26, Syverson Strege & Co's estimated gain on his DFAC holdings is $35.02 Mil, reflecting a 32.14% gain to date.

Syverson Strege & Co DFAC ($35.26) Holding Chart

Syverson Strege & Co DFAC ($35.26) 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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