Number of Shares
24,429.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
0.29%
Total Estimate Gain
$146,309.58
% of Total Estimate Gain
9.67%

SC&H Financial Advisors, Inc.'s Dimensional World Equity ETF Holding Summary

As of 2025-03-31, SC&H Financial Advisors, Inc. held 24,429.00 shares of Dimensional World Equity ETF(DFAW), totaling $1.50 Mil. This investment constitutes 0.29% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.23% of the outstanding Dimensional World Equity ETF(DFAW) stock.

The initial trade took place in 2024Q1. And since then SC&H Financial Advisors, Inc. has made 5 purchases of DFAW, at an average price of $61.96, for a total of 24,429.00 shares. Based on historical transaction data and DFAW's current price of $67.95, SC&H Financial Advisors, Inc.'s estimated gain on his DFAW holdings is $146,309.58, reflecting a 9.67% gain to date.

SC&H Financial Advisors, Inc. DFAW ($67.95) Holding Chart

SC&H Financial Advisors, Inc. DFAW ($67.95) 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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