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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