Wealthstream Advisors, Inc. DFAC Holdings History
Wealthstream Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 4.89 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $161.40 Mil. This investment constitutes 30.2% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.51% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Wealthstream Advisors, Inc. has made 12 purchases of DFAC, at an average price of $31.55, for a total of 4.90 Mil shares. In addition, there have been 1 sales at an average price of $27.32 for 8,545.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Wealthstream Advisors, Inc.'s estimated gain on his DFAC holdings is $24.34 Mil, reflecting a 15.74% gain to date.
Wealthstream Advisors, Inc. DFAC ($36.53) Holding Chart
Wealthstream Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
