WNY Asset Management, LLC DFAC Holdings History
WNY Asset Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 1.09 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $36.11 Mil. This investment constitutes 4.29% of their stock portfolio, and WNY Asset Management, LLC now holds 0.11% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q3. And since then WNY Asset Management, LLC has made 6 purchases of DFAC, at an average price of $31.75, for a total of 1.20 Mil shares. In addition, there have been 1 sales at an average price of $34.71 for 109,889.00 shares. Based on historical transaction data and DFAC's current price of $36.92, WNY Asset Management, LLC's estimated gain on his DFAC holdings is $5.99 Mil, reflecting a 15.67% gain to date.
WNY Asset Management, LLC DFAC ($36.92) Holding Chart
WNY Asset Management, LLC DFAC ($36.92) 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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