Zhang Financial LLC DFAC Holdings History
Zhang Financial LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 3.15 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $103.88 Mil. This investment constitutes 5.49% of their stock portfolio, and Zhang Financial LLC now holds 0.33% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q3. And since then Zhang Financial LLC has made 14 purchases of DFAC, at an average price of $29.10, for a total of 3.39 Mil shares. In addition, there have been 1 sales at an average price of $27.32 for 236,939.00 shares. Based on historical transaction data and DFAC's current price of $36.54, Zhang Financial LLC's estimated gain on his DFAC holdings is $23.02 Mil, reflecting a 23.36% gain to date.
Zhang Financial LLC DFAC ($36.54) Holding Chart
Zhang Financial LLC DFAC ($36.54) 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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