Avondale Wealth Management DFAE Holdings History
Avondale Wealth Management's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 362,622.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $10.50 Mil. This investment constitutes 5.86% of their stock portfolio, and Avondale Wealth Management now holds 0.17% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2023Q2. And since then Avondale Wealth Management has made 6 purchases of DFAE, at an average price of $23.46, for a total of 448,745.00 shares. In addition, there have been 3 sales at an average price of $26.62 for 86,123.00 shares. Based on historical transaction data and DFAE's current price of $29.80, Avondale Wealth Management's estimated gain on his DFAE holdings is $2.57 Mil, reflecting a 24.43% gain to date.
Avondale Wealth Management DFAE ($29.80) Holding Chart
Avondale Wealth Management 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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