BWM Planning, LLC DFAI Holdings History

Number of Shares
587,065.00
Current Holdings Value*
$18.33 Mil
% of Portfolio
7.76%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
12.61%

BWM Planning, LLC's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, BWM Planning, LLC held 587,065.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $18.33 Mil. This investment constitutes 7.76% of their stock portfolio, and BWM Planning, LLC now holds 0.2% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $30.63 for 32,159.00 shares. Based on historical transaction data and DFAI's current price of $34.67, BWM Planning, LLC's estimated gain on his DFAI holdings is $2.39 Mil, reflecting a 12.61% gain to date.

BWM Planning, LLC DFAI ($34.67) Holding Chart

BWM Planning, LLC DFAI ($34.67) 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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