JP Wealth Management, Inc. DFAW Holdings History
JP Wealth Management, Inc.'s Dimensional World Equity ETF Holding Summary
As of 2025-03-31, JP Wealth Management, Inc. held - shares of Dimensional World Equity ETF(DFAW), totaling N/A. This investment constitutes 0% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $63.31 for 208,177.00 shares. Based on historical transaction data and DFAW's current price of $68.31, JP Wealth Management, Inc.'s estimated gain on his DFAW holdings is $-131,151.51, reflecting a -0.99% gain to date.
JP Wealth Management, Inc. DFAW ($68.31) Holding Chart
JP Wealth Management, Inc. DFAW ($68.31) 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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