Adams Chetwood Wealth Management LLC DFAE Holdings History
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 $29.80, Adams Chetwood Wealth Management LLC's estimated gain on his DFAE holdings is $223,548.94, reflecting a 4.97% gain to date.
Adams Chetwood Wealth Management LLC DFAE ($29.80) Holding Chart
Adams Chetwood Wealth Management LLC DFAE ($29.80) 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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