McMill Wealth Management DFAW Holdings History
McMill Wealth Management's Dimensional World Equity ETF Holding Summary
As of 2025-03-31, McMill Wealth Management held 102,398.00 shares of Dimensional World Equity ETF(DFAW), totaling $6.27 Mil. This investment constitutes 2.53% of their stock portfolio, and McMill Wealth Management now holds 0.93% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of DFAW, at an average price of $63.79, for a total of 102,398.00 shares. Based on historical transaction data and DFAW's current price of $68.32, McMill Wealth Management's estimated gain on his DFAW holdings is $463,598.04, reflecting a 7.10% gain to date.
McMill Wealth Management DFAW ($68.32) Holding Chart
McMill Wealth Management DFAW ($68.32) 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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