Number of Shares
18,343.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
0.11%
Total Estimate Gain
$82,032.14
% of Total Estimate Gain
7.06%

CARDIFF PARK ADVISORS, LLC's Dimensional World Equity ETF Holding Summary

As of 2025-03-31, CARDIFF PARK ADVISORS, LLC held 18,343.00 shares of Dimensional World Equity ETF(DFAW), totaling $1.12 Mil. This investment constitutes 0.11% of their stock portfolio, and CARDIFF PARK ADVISORS, LLC now holds 0.17% of the outstanding Dimensional World Equity ETF(DFAW) stock.

The initial trade took place in 2024Q3. And since then CARDIFF PARK ADVISORS, LLC has made 2 purchases of DFAW, at an average price of $63.31, for a total of 18,343.00 shares. Based on historical transaction data and DFAW's current price of $67.78, CARDIFF PARK ADVISORS, LLC's estimated gain on his DFAW holdings is $82,032.14, reflecting a 7.06% gain to date.

CARDIFF PARK ADVISORS, LLC DFAW ($67.78) Holding Chart

CARDIFF PARK ADVISORS, LLC DFAW ($67.78) 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