Valued Wealth Advisors LLC DFAC Holdings History
Valued Wealth Advisors LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 160,711.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $5.30 Mil. This investment constitutes 3.18% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 2 purchases of DFAC, at an average price of $27.33, for a total of 212,701.00 shares. In addition, there have been 3 sales at an average price of $31.65 for 51,990.00 shares. Based on historical transaction data and DFAC's current price of $35.28, Valued Wealth Advisors LLC's estimated gain on his DFAC holdings is $1.50 Mil, reflecting a 25.84% gain to date.
Valued Wealth Advisors LLC DFAC ($35.28) Holding Chart
Valued Wealth Advisors LLC DFAC ($35.28) 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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