N.E.W. Advisory Services LLC DFAX Holdings History
N.E.W. Advisory Services LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 1.33 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $34.72 Mil. This investment constitutes 2.66% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.45% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q3. And since then N.E.W. Advisory Services LLC has made 14 purchases of DFAX, at an average price of $25.33, for a total of 1.53 Mil shares. In addition, there have been 1 sales at an average price of $25.31 for 201,111.00 shares. Based on historical transaction data and DFAX's current price of $29.34, N.E.W. Advisory Services LLC's estimated gain on his DFAX holdings is $5.31 Mil, reflecting a 13.75% gain to date.
N.E.W. Advisory Services LLC DFAX ($29.34) Holding Chart
N.E.W. Advisory Services LLC DFAX ($29.34) 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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