Number of Shares
420,290.00
Current Holdings Value*
$13.13 Mil
% of Portfolio
7.73%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
13.53%

ASSET PLANNING CORPORATION's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, ASSET PLANNING CORPORATION held 420,290.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $13.13 Mil. This investment constitutes 7.73% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.14% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2024Q3. And since then ASSET PLANNING CORPORATION has made 3 purchases of DFAI, at an average price of $30.57, for a total of 420,290.00 shares. Based on historical transaction data and DFAI's current price of $34.71, ASSET PLANNING CORPORATION's estimated gain on his DFAI holdings is $1.74 Mil, reflecting a 13.53% gain to date.

ASSET PLANNING CORPORATION DFAI ($34.71) Holding Chart

ASSET PLANNING CORPORATION DFAI ($34.71) 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