Number of Shares
1.46 Mil
Current Holdings Value*
$48.13 Mil
% of Portfolio
18.33%
Total Estimate Gain
$18.95 Mil
% of Total Estimate Gain
42.19%

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 $36.66, True Wealth Design, LLC's estimated gain on his DFAC holdings is $18.95 Mil, reflecting a 42.19% gain to date.

True Wealth Design, LLC DFAC ($36.66) Holding Chart

True Wealth Design, LLC DFAC ($36.66) 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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