ShankerValleau Wealth Advisors, Inc. DFAX Holdings History
ShankerValleau Wealth Advisors, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, ShankerValleau Wealth Advisors, Inc. held 1.32 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $38.90 Mil. This investment constitutes 11.1% of their stock portfolio, and ShankerValleau Wealth Advisors, Inc. now holds 0.44% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then ShankerValleau Wealth Advisors, Inc. has made 8 purchases of DFAX, at an average price of $25.54, for a total of 1.59 Mil shares. In addition, there have been 6 sales at an average price of $24.71 for 265,234.00 shares. Based on historical transaction data and DFAX's current price of $30.30, ShankerValleau Wealth Advisors, Inc.'s estimated gain on his DFAX holdings is $6.08 Mil, reflecting a 14.97% gain to date.
ShankerValleau Wealth Advisors, Inc. DFAX ($30.30) Holding Chart
ShankerValleau Wealth Advisors, Inc. DFAX ($30.30) 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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