Number of Shares
477,625.00
Current Holdings Value*
$16.51 Mil
% of Portfolio
8.79%
Total Estimate Gain
$2.15 Mil
% of Total Estimate Gain
14.60%

ASSET PLANNING CORPORATION's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-06-30, ASSET PLANNING CORPORATION held 477,625.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $16.51 Mil. This investment constitutes 8.79% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.16% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2024Q3. And since then ASSET PLANNING CORPORATION has made 4 purchases of DFAI, at an average price of $30.83, for a total of 477,625.00 shares. Based on historical transaction data and DFAI's current price of $35.33, ASSET PLANNING CORPORATION's estimated gain on his DFAI holdings is $2.15 Mil, reflecting a 14.60% gain to date.

ASSET PLANNING CORPORATION DFAI ($35.33) Holding Chart

ASSET PLANNING CORPORATION DFAI ($35.33) 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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