WPWealth LLP DFIC Holdings History
Number of Shares
2.43 Mil
Current Holdings Value*
$62.72 Mil
% of Portfolio
12.82%
Total Estimate Gain
$18.55 Mil
% of Total Estimate Gain
32.63%
WPWealth LLP's Dimensional International Core Equity 2 ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 2.43 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $62.72 Mil. This investment constitutes 12.82% of their stock portfolio, and WPWealth LLP now holds 0.86% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q4. And since then WPWealth LLP has made 8 purchases of DFIC, at an average price of $23.43, for a total of 2.43 Mil shares. Based on historical transaction data and DFIC's current price of $31.08, WPWealth LLP's estimated gain on his DFIC holdings is $18.55 Mil, reflecting a 32.63% gain to date.
WPWealth LLP DFIC ($31.08) Holding Chart
WPWealth LLP DFIC ($31.08) 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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