Prosperity Planning, Inc. DFAX Holdings History
Prosperity Planning, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 562,068.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $16.51 Mil. This investment constitutes 4.76% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.19% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q3. And since then Prosperity Planning, Inc. has made 3 purchases of DFAX, at an average price of $26.13, for a total of 649,945.00 shares. In addition, there have been 10 sales at an average price of $25.91 for 87,877.00 shares. Based on historical transaction data and DFAX's current price of $29.83, Prosperity Planning, Inc.'s estimated gain on his DFAX holdings is $2.06 Mil, reflecting a 12.15% gain to date.
Prosperity Planning, Inc. DFAX ($29.83) Holding Chart
Prosperity Planning, Inc. DFAX ($29.83) 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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