JDH Wealth Management, LLC DFIC Holdings History
Number of Shares
176,343.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
4.2%
Total Estimate Gain
$704,269.04
% of Total Estimate Gain
14.87%
JDH Wealth Management, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 176,343.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $4.90 Mil. This investment constitutes 4.2% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.06% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2024Q4. And since then JDH Wealth Management, LLC has made 1 purchases of DFIC, at an average price of $26.86, for a total of 176,343.00 shares. Based on historical transaction data and DFIC's current price of $30.85, JDH Wealth Management, LLC's estimated gain on his DFIC holdings is $704,269.04, reflecting a 14.87% gain to date.
JDH Wealth Management, LLC DFIC ($30.85) Holding Chart
JDH Wealth Management, LLC DFIC ($30.85) 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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