SC&H Financial Advisors, Inc. DFAW Holdings History
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 $67.60, SC&H Financial Advisors, Inc.'s estimated gain on his DFAW holdings is $137,759.43, reflecting a 9.10% gain to date.
SC&H Financial Advisors, Inc. DFAW ($67.60) Holding Chart
SC&H Financial Advisors, Inc. DFAW ($67.60) 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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