BetterWealth, LLC DFAX Holdings History
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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