Straight Path Wealth Management DFAR Holdings History
Straight Path Wealth Management's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 206,467.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $4.91 Mil. This investment constitutes 1.99% of their stock portfolio, and Straight Path Wealth Management now holds 0.37% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q2. And since then Straight Path Wealth Management has made 12 purchases of DFAR, at an average price of $22.11, for a total of 206,467.00 shares. Based on historical transaction data and DFAR's current price of $23.66, Straight Path Wealth Management's estimated gain on his DFAR holdings is $319,797.31, reflecting a 7.01% gain to date.
Straight Path Wealth Management DFAR ($23.66) Holding Chart
Straight Path Wealth Management DFAR ($23.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
