Prudent Man Investment Management, Inc. DFAW Holdings History
Number of Shares
30,627.00
Current Holdings Value*
$1.91 Mil
% of Portfolio
1.06%
Total Estimate Gain
$154,666.35
% of Total Estimate Gain
7.90%
Prudent Man Investment Management, Inc.'s Dimensional World Equity ETF Holding Summary
As of 2025-03-31, Prudent Man Investment Management, Inc. held 30,627.00 shares of Dimensional World Equity ETF(DFAW), totaling $1.91 Mil. This investment constitutes 1.06% of their stock portfolio, and Prudent Man Investment Management, Inc. now holds 0.28% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and DFAW's current price of $68.99, Prudent Man Investment Management, Inc.'s estimated gain on his DFAW holdings is $154,666.35, reflecting a 7.90% gain to date.
Prudent Man Investment Management, Inc. DFAW ($68.99) Holding Chart
Prudent Man Investment Management, Inc. DFAW ($68.99) 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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