Strathmore Capital Advisors, Inc. DFAW Holdings History
Number of Shares
57,586.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
1.73%
Total Estimate Gain
$296,767.32
% of Total Estimate Gain
8.21%
Strathmore Capital Advisors, Inc.'s Dimensional World Equity ETF Holding Summary
As of 2025-06-30, Strathmore Capital Advisors, Inc. held 57,586.00 shares of Dimensional World Equity ETF(DFAW), totaling $3.91 Mil. This investment constitutes 1.73% of their stock portfolio, and Strathmore Capital Advisors, Inc. now holds 0.51% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2024Q4. And since then Strathmore Capital Advisors, Inc. has made 1 purchases of DFAW, at an average price of $62.75, for a total of 57,586.00 shares. Based on historical transaction data and DFAW's current price of $67.90, Strathmore Capital Advisors, Inc.'s estimated gain on his DFAW holdings is $296,767.32, reflecting a 8.21% gain to date.
Strathmore Capital Advisors, Inc. DFAW ($67.90) Holding Chart
Strathmore Capital Advisors, Inc. DFAW ($67.90) 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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