True Wealth Design, LLC DFIC Holdings History
True Wealth Design, LLC's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 1.17 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $32.58 Mil. This investment constitutes 12.41% of their stock portfolio, and True Wealth Design, LLC now holds 0.39% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 7 purchases of DFIC, at an average price of $23.33, for a total of 1.41 Mil shares. In addition, there have been 2 sales at an average price of $27.11 for 234,394.00 shares. Based on historical transaction data and DFIC's current price of $31.19, True Wealth Design, LLC's estimated gain on his DFIC holdings is $10.10 Mil, reflecting a 30.76% gain to date.
True Wealth Design, LLC DFIC ($31.19) Holding Chart
True Wealth Design, LLC DFIC ($31.19) 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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