Number of Shares
4.22 Mil
Current Holdings Value*
$139.10 Mil
% of Portfolio
3.58%
Total Estimate Gain
$33.03 Mil
% of Total Estimate Gain
27.30%

Vestmark Advisory Solutions, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Vestmark Advisory Solutions, Inc. held 4.22 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $139.10 Mil. This investment constitutes 3.58% of their stock portfolio, and Vestmark Advisory Solutions, Inc. now holds 0.44% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2023Q1. And since then Vestmark Advisory Solutions, Inc. has made 9 purchases of DFAC, at an average price of $28.70, for a total of 4.22 Mil shares. Based on historical transaction data and DFAC's current price of $36.53, Vestmark Advisory Solutions, Inc.'s estimated gain on his DFAC holdings is $33.03 Mil, reflecting a 27.30% gain to date.

Vestmark Advisory Solutions, Inc. DFAC ($36.53) Holding Chart

Vestmark Advisory Solutions, Inc. DFAC ($36.53) 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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