True Wealth Design, LLC DFAC Holdings History
True Wealth Design, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 1.46 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $48.13 Mil. This investment constitutes 18.33% of their stock portfolio, and True Wealth Design, LLC now holds 0.15% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 6 purchases of DFAC, at an average price of $25.37, for a total of 1.77 Mil shares. In addition, there have been 3 sales at an average price of $33.30 for 312,156.00 shares. Based on historical transaction data and DFAC's current price of $36.89, True Wealth Design, LLC's estimated gain on his DFAC holdings is $19.29 Mil, reflecting a 42.94% gain to date.
True Wealth Design, LLC DFAC ($36.89) Holding Chart
True Wealth Design, LLC 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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