VESTIA PERSONAL WEALTH ADVISORS DFIC Holdings History
VESTIA PERSONAL WEALTH ADVISORS's Dimensional International Core Equity 2 ETF Holding Summary
As of 2025-03-31, VESTIA PERSONAL WEALTH ADVISORS held 434,148.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $12.06 Mil. This investment constitutes 9.54% of their stock portfolio, and VESTIA PERSONAL WEALTH ADVISORS now holds 0.14% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2024Q2. And since then VESTIA PERSONAL WEALTH ADVISORS has made 3 purchases of DFIC, at an average price of $26.74, for a total of 434,148.00 shares. Based on historical transaction data and DFIC's current price of $30.77, VESTIA PERSONAL WEALTH ADVISORS's estimated gain on his DFIC holdings is $1.75 Mil, reflecting a 15.05% gain to date.
VESTIA PERSONAL WEALTH ADVISORS DFIC ($30.77) Holding Chart
VESTIA PERSONAL WEALTH ADVISORS DFIC ($30.77) 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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