Valued Wealth Advisors LLC DFAI Holdings History
Valued Wealth Advisors LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 694,793.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $21.70 Mil. This investment constitutes 13.02% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.24% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 4 purchases of DFAI, at an average price of $27.63, for a total of 712,717.00 shares. In addition, there have been 1 sales at an average price of $30.60 for 17,924.00 shares. Based on historical transaction data and DFAI's current price of $34.53, Valued Wealth Advisors LLC's estimated gain on his DFAI holdings is $4.85 Mil, reflecting a 24.63% gain to date.
Valued Wealth Advisors LLC DFAI ($34.53) Holding Chart
Valued Wealth Advisors LLC DFAI ($34.53) 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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