Planning Center, Inc. DFAX Holdings History
Planning Center, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 2.92 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $76.41 Mil. This investment constitutes 9.04% of their stock portfolio, and Planning Center, Inc. now holds 1% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then Planning Center, Inc. has made 11 purchases of DFAX, at an average price of $23.25, for a total of 4.29 Mil shares. In addition, there have been 2 sales at an average price of $25.03 for 1.37 Mil shares. Based on historical transaction data and DFAX's current price of $29.47, Planning Center, Inc.'s estimated gain on his DFAX holdings is $20.59 Mil, reflecting a 20.66% gain to date.
Planning Center, Inc. DFAX ($29.47) Holding Chart
Planning Center, Inc. DFAX ($29.47) 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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