Number of Shares
4.34 Mil
Current Holdings Value*
$127.59 Mil
% of Portfolio
16.6%
Total Estimate Gain
$30.31 Mil
% of Total Estimate Gain
28.29%

Great Waters Wealth Management's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, Great Waters Wealth Management held 4.34 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $127.59 Mil. This investment constitutes 16.6% of their stock portfolio, and Great Waters Wealth Management now holds 1.46% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2022Q4. And since then Great Waters Wealth Management has made 8 purchases of DFAX, at an average price of $23.26, for a total of 4.61 Mil shares. In addition, there have been 2 sales at an average price of $26.03 for 261,941.00 shares. Based on historical transaction data and DFAX's current price of $30.07, Great Waters Wealth Management's estimated gain on his DFAX holdings is $30.31 Mil, reflecting a 28.29% gain to date.

Great Waters Wealth Management DFAX ($30.07) Holding Chart

Great Waters Wealth Management DFAX ($30.07) 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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