DELAP WEALTH ADVISORY, LLC DFAX Holdings History
DELAP WEALTH ADVISORY, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 226,431.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $5.93 Mil. This investment constitutes 3.31% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.08% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 2 purchases of DFAX, at an average price of $23.15, for a total of 487,591.00 shares. In addition, there have been 7 sales at an average price of $25.89 for 261,160.00 shares. Based on historical transaction data and DFAX's current price of $29.64, DELAP WEALTH ADVISORY, LLC's estimated gain on his DFAX holdings is $2.19 Mil, reflecting a 19.37% gain to date.
DELAP WEALTH ADVISORY, LLC DFAX ($29.64) Holding Chart
DELAP WEALTH ADVISORY, LLC DFAX ($29.64) 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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