Number of Shares
158,331.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
2.36%
Total Estimate Gain
$251,256.87
% of Total Estimate Gain
5.59%

Adams Chetwood Wealth Management LLC's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2022-03-31, Adams Chetwood Wealth Management LLC held 158,331.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $4.16 Mil. This investment constitutes 2.36% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 0.5% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2021Q2. And since then Adams Chetwood Wealth Management LLC has made 4 purchases of DFAE, at an average price of $28.39, for a total of 158,331.00 shares. Based on historical transaction data and DFAE's current price of $29.98, Adams Chetwood Wealth Management LLC's estimated gain on his DFAE holdings is $251,256.87, reflecting a 5.59% gain to date.

Adams Chetwood Wealth Management LLC DFAE ($29.98) Holding Chart

Adams Chetwood Wealth Management 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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