JP Wealth Management, Inc. DFAX Holdings History
JP Wealth Management, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, JP Wealth Management, Inc. held 196,380.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $5.15 Mil. This investment constitutes 4.15% of their stock portfolio, and JP Wealth Management, Inc. now holds 0.07% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2025Q1. And since then JP Wealth Management, Inc. has made 1 purchases of DFAX, at an average price of $25.96, for a total of 196,380.00 shares. Based on historical transaction data and DFAX's current price of $29.69, JP Wealth Management, Inc.'s estimated gain on his DFAX holdings is $732,497.40, reflecting a 14.37% gain to date.
JP Wealth Management, Inc. DFAX ($29.69) Holding Chart
JP Wealth Management, Inc. DFAX ($29.69) 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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