Great Point Wealth Advisors, LLC DFAI Holdings History
Great Point Wealth Advisors, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 1.32 Mil shares of Dimensional International Core Equity Market ETF(DFAI), totaling $41.16 Mil. This investment constitutes 8.91% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.46% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2022Q2. And since then Great Point Wealth Advisors, LLC has made 11 purchases of DFAI, at an average price of $27.84, for a total of 1.32 Mil shares. In addition, there have been 1 sales at an average price of $30.87 for 3,787.00 shares. Based on historical transaction data and DFAI's current price of $35.30, Great Point Wealth Advisors, LLC's estimated gain on his DFAI holdings is $9.84 Mil, reflecting a 26.74% gain to date.
Great Point Wealth Advisors, LLC DFAI ($35.30) Holding Chart
Great Point Wealth Advisors, LLC DFAI ($35.30) 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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