DOPKINS WEALTH MANAGEMENT, LLC DFAX Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 207,788.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $6.10 Mil. This investment constitutes 2.74% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 8 purchases of DFAX, at an average price of $25.10, for a total of 431,497.00 shares. In addition, there have been 6 sales at an average price of $24.44 for 223,709.00 shares. Based on historical transaction data and DFAX's current price of $29.48, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFAX holdings is $762,890.65, reflecting a 7.04% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC DFAX ($29.48) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC DFAX ($29.48) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
