BetterWealth, LLC DFAX Holdings History

Number of Shares
1.83 Mil
Current Holdings Value*
$53.75 Mil
% of Portfolio
13.77%
Total Estimate Gain
$8.57 Mil
% of Total Estimate Gain
13.04%

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

As of 2025-06-30, BetterWealth, LLC held 1.83 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $53.75 Mil. This investment constitutes 13.77% of their stock portfolio, and BetterWealth, LLC now holds 0.61% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q4. And since then BetterWealth, LLC has made 10 purchases of DFAX, at an average price of $24.95, for a total of 2.64 Mil shares. In addition, there have been 4 sales at an average price of $25.30 for 805,794.00 shares. Based on historical transaction data and DFAX's current price of $29.48, BetterWealth, LLC's estimated gain on his DFAX holdings is $8.57 Mil, reflecting a 13.04% gain to date.

BetterWealth, LLC DFAX ($29.48) Holding Chart

BetterWealth, LLC DFAX ($29.48) 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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