Von Borstel & Associates, Inc. DFAC Holdings History
Number of Shares
3.04 Mil
Current Holdings Value*
$100.23 Mil
% of Portfolio
29.94%
Total Estimate Gain
$7.37 Mil
% of Total Estimate Gain
7.15%
von Borstel & Associates, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, von Borstel & Associates, Inc. held 3.04 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $100.23 Mil. This investment constitutes 29.94% of their stock portfolio, and von Borstel & Associates, Inc. now holds 0.32% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q3. And since then von Borstel & Associates, Inc. has made 2 purchases of DFAC, at an average price of $33.95, for a total of 3.04 Mil shares. Based on historical transaction data and DFAC's current price of $36.38, von Borstel & Associates, Inc.'s estimated gain on his DFAC holdings is $7.37 Mil, reflecting a 7.15% gain to date.
von Borstel & Associates, Inc. DFAC ($36.38) Holding Chart
von Borstel & Associates, Inc. DFAC ($36.38) 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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