Broadway Wealth Solutions, Inc. DFIS Holdings History
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 % |
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