Kathleen S. Wright Associates Inc. DFAX Holdings History
Kathleen S. Wright Associates Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 40,540.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $1.06 Mil. This investment constitutes 0.44% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.01% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2023Q2. And since then Kathleen S. Wright Associates Inc. has made 7 purchases of DFAX, at an average price of $24.63, for a total of 52,995.00 shares. In addition, there have been 1 sales at an average price of $25.96 for 12,455.00 shares. Based on historical transaction data and DFAX's current price of $30.30, Kathleen S. Wright Associates Inc.'s estimated gain on his DFAX holdings is $246,473.15, reflecting a 18.88% gain to date.
Kathleen S. Wright Associates Inc. DFAX ($30.30) Holding Chart
Kathleen S. Wright Associates Inc. DFAX ($30.30) 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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