Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$302,425.20
% of Total Estimate Gain
5.93%

JP Wealth Management, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, JP Wealth Management, Inc. held - shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling N/A. This investment constitutes 0% of their stock portfolio, and JP Wealth Management, Inc. now holds 0% 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. In addition, there have been 1 sales at an average price of $27.50 for 196,380.00 shares. Based on historical transaction data and DFAX's current price of $29.83, JP Wealth Management, Inc.'s estimated gain on his DFAX holdings is $302,425.20, reflecting a 5.93% gain to date.

JP Wealth Management, Inc. DFAX ($29.83) Holding Chart

JP Wealth Management, Inc. DFAX ($29.83) 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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