Number of Shares
499,425.00
Current Holdings Value*
$13.87 Mil
% of Portfolio
5.4%
Total Estimate Gain
$3.40 Mil
% of Total Estimate Gain
25.92%

CLIENT 1ST ADVISORY GROUP, LLC's Dimensional International Core Equity 2 ETF Holding Summary

As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 499,425.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $13.87 Mil. This investment constitutes 5.4% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.17% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2023Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 5 purchases of DFIC, at an average price of $24.30, for a total of 539,467.00 shares. In addition, there have been 3 sales at an average price of $27.10 for 40,042.00 shares. Based on historical transaction data and DFIC's current price of $30.88, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his DFIC holdings is $3.40 Mil, reflecting a 25.92% gain to date.

CLIENT 1ST ADVISORY GROUP, LLC DFIC ($30.88) Holding Chart

CLIENT 1ST ADVISORY GROUP, LLC DFIC ($30.88) 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