CHERRYDALE WEALTH MANAGEMENT, LLC DFAX Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 581,256.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $15.23 Mil. This investment constitutes 6.02% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0.2% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 9 purchases of DFAX, at an average price of $25.28, for a total of 732,472.00 shares. In addition, there have been 4 sales at an average price of $23.48 for 151,216.00 shares. Based on historical transaction data and DFAX's current price of $29.47, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his DFAX holdings is $2.16 Mil, reflecting a 11.69% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC DFAX ($29.47) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC DFAX ($29.47) 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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