WEALTHSPAN PARTNERS, LLC DFAI Holdings History
WEALTHSPAN PARTNERS, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 164,465.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $5.14 Mil. This investment constitutes 2.37% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.06% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q4. And since then WEALTHSPAN PARTNERS, LLC has made 11 purchases of DFAI, at an average price of $25.94, for a total of 179,067.00 shares. In addition, there have been 3 sales at an average price of $30.42 for 14,602.00 shares. Based on historical transaction data and DFAI's current price of $35.23, WEALTHSPAN PARTNERS, LLC's estimated gain on his DFAI holdings is $1.59 Mil, reflecting a 34.29% gain to date.
WEALTHSPAN PARTNERS, LLC DFAI ($35.23) Holding Chart
WEALTHSPAN PARTNERS, LLC DFAI ($35.23) 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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