Number of Shares
753,500.00
Current Holdings Value*
$29.66 Mil
% of Portfolio
3.27%
Total Estimate Gain
$5.50 Mil
% of Total Estimate Gain
10.66%

Wealth Architects, LLC's Dimensional International Value ETF Holding Summary

As of 2025-03-31, Wealth Architects, LLC held 753,500.00 shares of Dimensional International Value ETF(DFIV), totaling $29.66 Mil. This investment constitutes 3.27% of their stock portfolio, and Wealth Architects, LLC now holds 0.28% of the outstanding Dimensional International Value ETF(DFIV) stock.

The initial trade took place in 2021Q3. And since then Wealth Architects, LLC has made 12 purchases of DFIV, at an average price of $33.64, for a total of 1.54 Mil shares. In addition, there have been 3 sales at an average price of $31.52 for 782,221.00 shares. Based on historical transaction data and DFIV's current price of $43.14, Wealth Architects, LLC's estimated gain on his DFIV holdings is $5.50 Mil, reflecting a 10.66% gain to date.

Wealth Architects, LLC DFIV ($43.14) Holding Chart

Wealth Architects, LLC DFIV ($43.14) 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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