Next Level Wealth Planning, LLC DFAI Holdings History
Next Level Wealth Planning, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 397,289.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $12.41 Mil. This investment constitutes 9.4% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.14% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of DFAI, at an average price of $30.40, for a total of 397,289.00 shares. Based on historical transaction data and DFAI's current price of $34.53, Next Level Wealth Planning, LLC's estimated gain on his DFAI holdings is $1.64 Mil, reflecting a 13.57% gain to date.
Next Level Wealth Planning, LLC DFAI ($34.53) Holding Chart
Next Level Wealth Planning, LLC DFAI ($34.53) 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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