Number of Shares
423,797.00
Current Holdings Value*
$10.97 Mil
% of Portfolio
2.2%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
17.13%

Austin Wealth Management, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, Austin Wealth Management, LLC held 423,797.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $10.97 Mil. This investment constitutes 2.2% of their stock portfolio, and Austin Wealth Management, LLC now holds 0.21% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2023Q3. And since then Austin Wealth Management, LLC has made 6 purchases of DFAE, at an average price of $24.66, for a total of 423,797.00 shares. Based on historical transaction data and DFAE's current price of $28.89, Austin Wealth Management, LLC's estimated gain on his DFAE holdings is $1.79 Mil, reflecting a 17.13% gain to date.

Austin Wealth Management, LLC DFAE ($28.89) Holding Chart

Austin Wealth Management, LLC DFAE ($28.89) 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