WorthPointe, LLC DFAC Holdings History
WorthPointe, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 1.74 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $57.50 Mil. This investment constitutes 25.72% of their stock portfolio, and WorthPointe, LLC now holds 0.18% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 6 purchases of DFAC, at an average price of $27.22, for a total of 2.35 Mil shares. In addition, there have been 7 sales at an average price of $32.31 for 602,910.00 shares. Based on historical transaction data and DFAC's current price of $36.66, WorthPointe, LLC's estimated gain on his DFAC holdings is $19.53 Mil, reflecting a 30.58% gain to date.
WorthPointe, LLC DFAC ($36.66) Holding Chart
WorthPointe, LLC DFAC ($36.66) 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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