Number of Shares
817,320.00
Current Holdings Value*
$22.70 Mil
% of Portfolio
9.18%
Total Estimate Gain
$5.81 Mil
% of Total Estimate Gain
29.50%

Straight Path Wealth Management's Dimensional International Core Equity 2 ETF Holding Summary

As of 2025-03-31, Straight Path Wealth Management held 817,320.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $22.70 Mil. This investment constitutes 9.18% of their stock portfolio, and Straight Path Wealth Management now holds 0.28% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2022Q2. And since then Straight Path Wealth Management has made 12 purchases of DFIC, at an average price of $24.10, for a total of 817,320.00 shares. Based on historical transaction data and DFIC's current price of $31.21, Straight Path Wealth Management's estimated gain on his DFIC holdings is $5.81 Mil, reflecting a 29.50% gain to date.

Straight Path Wealth Management DFIC ($31.21) Holding Chart

Straight Path Wealth Management DFIC ($31.21) 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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