BWM Planning, LLC DFAI Holdings History
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 $35.23, BWM Planning, LLC's estimated gain on his DFAI holdings is $2.72 Mil, reflecting a 14.35% gain to date.
BWM Planning, LLC DFAI ($35.23) Holding Chart
BWM Planning, LLC DFAI ($35.23) 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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