GeoWealth Management, LLC DFAX Holdings History
GeoWealth Management, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 2.67 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $69.91 Mil. This investment constitutes 2.81% of their stock portfolio, and GeoWealth Management, LLC now holds 0.92% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q1. And since then GeoWealth Management, LLC has made 3 purchases of DFAX, at an average price of $25.11, for a total of 2.79 Mil shares. In addition, there have been 2 sales at an average price of $25.84 for 120,411.00 shares. Based on historical transaction data and DFAX's current price of $30.33, GeoWealth Management, LLC's estimated gain on his DFAX holdings is $14.04 Mil, reflecting a 20.05% gain to date.
GeoWealth Management, LLC DFAX ($30.33) Holding Chart
GeoWealth Management, LLC DFAX ($30.33) 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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