BCU Wealth Advisors, LLC DFIC Holdings History
Number of Shares
937,941.00
Current Holdings Value*
$26.05 Mil
% of Portfolio
13.55%
Total Estimate Gain
$5.23 Mil
% of Total Estimate Gain
21.88%
BCU Wealth Advisors, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, BCU Wealth Advisors, LLC held 937,941.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $26.05 Mil. This investment constitutes 13.55% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.32% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 5 purchases of DFIC, at an average price of $25.51, for a total of 937,941.00 shares. Based on historical transaction data and DFIC's current price of $31.09, BCU Wealth Advisors, LLC's estimated gain on his DFIC holdings is $5.23 Mil, reflecting a 21.88% gain to date.
BCU Wealth Advisors, LLC DFIC ($31.09) Holding Chart
BCU Wealth Advisors, LLC DFIC ($31.09) 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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