Align Wealth Management, LLC DFIC Holdings History
Number of Shares
282,041.00
Current Holdings Value*
$5.40 Mil
% of Portfolio
4.57%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
44.97%
Align Wealth Management, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 282,041.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $5.40 Mil. This investment constitutes 4.57% of their stock portfolio, and Align Wealth Management, LLC now holds 0.25% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and DFIC's current price of $30.98, Align Wealth Management, LLC's estimated gain on his DFIC holdings is $2.71 Mil, reflecting a 44.97% gain to date.
Align Wealth Management, LLC DFIC ($30.98) Holding Chart
Align Wealth Management, LLC DFIC ($30.98) 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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