Tumwater Wealth Management, LLC DFAX Holdings History
Tumwater Wealth Management, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 2.19 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $57.26 Mil. This investment constitutes 29.87% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0.75% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2024Q4. And since then Tumwater Wealth Management, LLC has made 1 purchases of DFAX, at an average price of $25.85, for a total of 2.19 Mil shares. Based on historical transaction data and DFAX's current price of $29.69, Tumwater Wealth Management, LLC's estimated gain on his DFAX holdings is $8.39 Mil, reflecting a 14.85% gain to date.
Tumwater Wealth Management, LLC DFAX ($29.69) Holding Chart
Tumwater Wealth Management, LLC DFAX ($29.69) 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
