Number of Shares
458,844.00
Current Holdings Value*
$13.48 Mil
% of Portfolio
7.41%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
14.14%

Lauterbach Financial Advisors, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, Lauterbach Financial Advisors, LLC held 458,844.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $13.48 Mil. This investment constitutes 7.41% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.15% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q4. And since then Lauterbach Financial Advisors, LLC has made 6 purchases of DFAX, at an average price of $25.58, for a total of 521,832.00 shares. In addition, there have been 8 sales at an average price of $22.80 for 62,988.00 shares. Based on historical transaction data and DFAX's current price of $30.07, Lauterbach Financial Advisors, LLC's estimated gain on his DFAX holdings is $1.89 Mil, reflecting a 14.14% gain to date.

Lauterbach Financial Advisors, LLC DFAX ($30.07) Holding Chart

Lauterbach Financial Advisors, LLC DFAX ($30.07) 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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