VSM Wealth Advisory, LLC DFAC Holdings History
Number of Shares
181,466.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
2.15%
Total Estimate Gain
$264,979.29
% of Total Estimate Gain
4.15%
VSM Wealth Advisory, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, VSM Wealth Advisory, LLC held 181,466.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.99 Mil. This investment constitutes 2.15% of their stock portfolio, and VSM Wealth Advisory, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then VSM Wealth Advisory, LLC has made 1 purchases of DFAC, at an average price of $35.20, for a total of 181,466.00 shares. Based on historical transaction data and DFAC's current price of $36.66, VSM Wealth Advisory, LLC's estimated gain on his DFAC holdings is $264,979.29, reflecting a 4.15% gain to date.
VSM Wealth Advisory, LLC DFAC ($36.66) Holding Chart
VSM Wealth Advisory, 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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