Wealth Dimensions Group, Ltd. DFAI Holdings History
Wealth Dimensions Group, Ltd.'s Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 1.21 Mil shares of Dimensional International Core Equity Market ETF(DFAI), totaling $37.79 Mil. This investment constitutes 9.02% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.41% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2022Q1. And since then Wealth Dimensions Group, Ltd. has made 12 purchases of DFAI, at an average price of $27.98, for a total of 1.33 Mil shares. In addition, there have been 1 sales at an average price of $23.89 for 120,638.00 shares. Based on historical transaction data and DFAI's current price of $33.82, Wealth Dimensions Group, Ltd.'s estimated gain on his DFAI holdings is $6.58 Mil, reflecting a 17.67% gain to date.
Wealth Dimensions Group, Ltd. DFAI ($33.82) Holding Chart
Wealth Dimensions Group, Ltd. DFAI ($33.82) 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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