Number of Shares
127,224.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.36%
Total Estimate Gain
$646,444.82
% of Total Estimate Gain
19.92%

Broadway Wealth Solutions, Inc.'s Dimensional International Small Cap ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 127,224.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $3.80 Mil. This investment constitutes 2.36% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.12% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.

The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of DFIS, at an average price of $25.51, for a total of 127,224.00 shares. Based on historical transaction data and DFIS's current price of $30.59, Broadway Wealth Solutions, Inc.'s estimated gain on his DFIS holdings is $646,444.82, reflecting a 19.92% gain to date.

Broadway Wealth Solutions, Inc. DFIS ($30.59) Holding Chart

Broadway Wealth Solutions, Inc. DFIS ($30.59) 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 %

Top Ranked Articles

  • 1