Adams Chetwood Wealth Management LLC DFAI Holdings History
Adams Chetwood Wealth Management LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2022-03-31, Adams Chetwood Wealth Management LLC held 204,963.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $5.77 Mil. This investment constitutes 3.27% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 0.39% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q2. And since then Adams Chetwood Wealth Management LLC has made 4 purchases of DFAI, at an average price of $29.17, for a total of 204,963.00 shares. Based on historical transaction data and DFAI's current price of $34.71, Adams Chetwood Wealth Management LLC's estimated gain on his DFAI holdings is $1.14 Mil, reflecting a 19.01% gain to date.
Adams Chetwood Wealth Management LLC DFAI ($34.71) Holding Chart
Adams Chetwood Wealth Management LLC 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 % | |||
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