Babb Wealth Advisors LLC DFAX Holdings History
Babb Wealth Advisors LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 1.10 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $28.85 Mil. This investment constitutes 23.12% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.38% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DFAX, at an average price of $25.85, for a total of 1.10 Mil shares. Based on historical transaction data and DFAX's current price of $30.07, Babb Wealth Advisors LLC's estimated gain on his DFAX holdings is $4.64 Mil, reflecting a 16.31% gain to date.
Babb Wealth Advisors LLC DFAX ($30.07) Holding Chart
Babb Wealth Advisors LLC DFAX ($30.07) 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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