Geometric Wealth Advisors DFAX Holdings History
Geometric Wealth Advisors's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 7.93 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $207.79 Mil. This investment constitutes 35.51% of their stock portfolio, and Geometric Wealth Advisors now holds 2.72% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then Geometric Wealth Advisors has made 11 purchases of DFAX, at an average price of $24.18, for a total of 11.66 Mil shares. In addition, there have been 2 sales at an average price of $25.33 for 3.73 Mil shares. Based on historical transaction data and DFAX's current price of $29.57, Geometric Wealth Advisors's estimated gain on his DFAX holdings is $47.03 Mil, reflecting a 16.68% gain to date.
Geometric Wealth Advisors DFAX ($29.57) Holding Chart
Geometric Wealth Advisors DFAX ($29.57) 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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