Number of Shares
1.48 Mil
Current Holdings Value*
$38.82 Mil
% of Portfolio
8.25%
Total Estimate Gain
$12.14 Mil
% of Total Estimate Gain
34.04%

Altiora Financial Group, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Altiora Financial Group, LLC held 1.48 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $38.82 Mil. This investment constitutes 8.25% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.51% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 4 purchases of DFAX, at an average price of $21.59, for a total of 1.65 Mil shares. In addition, there have been 5 sales at an average price of $23.99 for 170,479.00 shares. Based on historical transaction data and DFAX's current price of $29.51, Altiora Financial Group, LLC's estimated gain on his DFAX holdings is $12.14 Mil, reflecting a 34.04% gain to date.

Altiora Financial Group, LLC DFAX ($29.51) Holding Chart

Altiora Financial Group, LLC DFAX ($29.51) 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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