Align Wealth Management, LLC DFAX Holdings History
Number of Shares
300,295.00
Current Holdings Value*
$5.67 Mil
% of Portfolio
4.8%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
42.52%
Align Wealth Management, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 300,295.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $5.67 Mil. This investment constitutes 4.8% of their stock portfolio, and Align Wealth Management, LLC now holds 0.13% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and DFAX's current price of $29.63, Align Wealth Management, LLC's estimated gain on his DFAX holdings is $2.65 Mil, reflecting a 42.52% gain to date.
Align Wealth Management, LLC DFAX ($29.63) Holding Chart
Align Wealth Management, LLC DFAX ($29.63) 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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