Number of Shares
8,729.00
Current Holdings Value*
$230,000.00
% of Portfolio
0.08%
Total Estimate Gain
$342,584.02
% of Total Estimate Gain
13.95%

USAdvisors Wealth Management, LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, USAdvisors Wealth Management, LLC held 8,729.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $230,000.00. This investment constitutes 0.08% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2021Q3. And since then USAdvisors Wealth Management, LLC has made 11 purchases of DFAX, at an average price of $22.98, for a total of 106,852.00 shares. In addition, there have been 4 sales at an average price of $25.88 for 98,123.00 shares. Based on historical transaction data and DFAX's current price of $29.63, USAdvisors Wealth Management, LLC's estimated gain on his DFAX holdings is $342,584.02, reflecting a 13.95% gain to date.

USAdvisors Wealth Management, LLC DFAX ($29.63) Holding Chart

USAdvisors Wealth Management, LLC DFAX ($29.63) 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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