Number of Shares
621,634.00
Current Holdings Value*
$41.70 Mil
% of Portfolio
6.15%
Total Estimate Gain
$5.54 Mil
% of Total Estimate Gain
15.10%

First Pacific Financial's Dimensional World Equity ETF Holding Summary

As of 2025-06-30, First Pacific Financial held 621,634.00 shares of Dimensional World Equity ETF(DFAW), totaling $41.70 Mil. This investment constitutes 6.15% of their stock portfolio, and First Pacific Financial now holds 5.4% of the outstanding Dimensional World Equity ETF(DFAW) stock.

The initial trade took place in 2024Q1. And since then First Pacific Financial has made 6 purchases of DFAW, at an average price of $59.05, for a total of 621,634.00 shares. Based on historical transaction data and DFAW's current price of $67.97, First Pacific Financial's estimated gain on his DFAW holdings is $5.54 Mil, reflecting a 15.10% gain to date.

First Pacific Financial DFAW ($67.97) Holding Chart

First Pacific Financial DFAW ($67.97) 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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