Number of Shares
260,534.00
Current Holdings Value*
$7.65 Mil
% of Portfolio
1.31%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
17.28%

SC&H Financial Advisors, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-06-30, SC&H Financial Advisors, Inc. held 260,534.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $7.65 Mil. This investment constitutes 1.31% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.09% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q4. And since then SC&H Financial Advisors, Inc. has made 12 purchases of DFAX, at an average price of $25.71, for a total of 266,171.00 shares. In addition, there have been 2 sales at an average price of $22.10 for 5,637.00 shares. Based on historical transaction data and DFAX's current price of $30.33, SC&H Financial Advisors, Inc.'s estimated gain on his DFAX holdings is $1.18 Mil, reflecting a 17.28% gain to date.

SC&H Financial Advisors, Inc. DFAX ($30.33) Holding Chart

SC&H Financial Advisors, Inc. DFAX ($30.33) 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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