Wealth Management Strategies, Inc. DFAC Holdings History
Wealth Management Strategies, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 491,315.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $16.21 Mil. This investment constitutes 10.84% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.05% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of DFAC, at an average price of $35.20, for a total of 491,315.00 shares. Based on historical transaction data and DFAC's current price of $36.98, Wealth Management Strategies, Inc.'s estimated gain on his DFAC holdings is $872,519.08, reflecting a 5.04% gain to date.
Wealth Management Strategies, Inc. DFAC ($36.98) Holding Chart
Wealth Management Strategies, Inc. DFAC ($36.98) 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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