Regal Wealth Group, Inc. DFAI Holdings History
Number of Shares
196,730.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
3.42%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
28.17%
Regal Wealth Group, Inc.'s Dimensional International Core Equity Market ETF Holding Summary
As of 2023-12-31, Regal Wealth Group, Inc. held 196,730.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $5.55 Mil. This investment constitutes 3.42% of their stock portfolio, and Regal Wealth Group, Inc. now holds 0.16% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2023Q1. And since then Regal Wealth Group, Inc. has made 4 purchases of DFAI, at an average price of $26.90, for a total of 196,730.00 shares. Based on historical transaction data and DFAI's current price of $34.48, Regal Wealth Group, Inc.'s estimated gain on his DFAI holdings is $1.49 Mil, reflecting a 28.17% gain to date.
Regal Wealth Group, Inc. DFAI ($34.48) Holding Chart
Regal Wealth Group, Inc. DFAI ($34.48) 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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