Number of Shares
335,772.00
Current Holdings Value*
$9.72 Mil
% of Portfolio
2.09%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
20.43%

AA Financial Advisors, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-06-30, AA Financial Advisors, LLC held 335,772.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $9.72 Mil. This investment constitutes 2.09% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.16% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 6 purchases of DFAE, at an average price of $24.89, for a total of 335,772.00 shares. Based on historical transaction data and DFAE's current price of $29.98, AA Financial Advisors, LLC's estimated gain on his DFAE holdings is $1.71 Mil, reflecting a 20.43% gain to date.

AA Financial Advisors, LLC DFAE ($29.98) Holding Chart

AA Financial Advisors, LLC DFAE ($29.98) 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 %

Top Ranked Articles

  • 1