Number of Shares
74,206.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
0.26%
Total Estimate Gain
$129,995.01
% of Total Estimate Gain
5.91%

Graves Light Lenhart Wealth, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 74,206.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $2.18 Mil. This investment constitutes 0.26% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.02% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q3. And since then Graves Light Lenhart Wealth, Inc. has made 6 purchases of DFAX, at an average price of $27.18, for a total of 80,931.00 shares. In addition, there have been 1 sales at an average price of $21.24 for 6,725.00 shares. Based on historical transaction data and DFAX's current price of $29.47, Graves Light Lenhart Wealth, Inc.'s estimated gain on his DFAX holdings is $129,995.01, reflecting a 5.91% gain to date.

Graves Light Lenhart Wealth, Inc. DFAX ($29.47) Holding Chart

Graves Light Lenhart Wealth, Inc. DFAX ($29.47) 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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