AA Financial Advisors, LLC DFAE Holdings History
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 % |
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