BWM Planning, LLC DFAE Holdings History
BWM Planning, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 386,807.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $10.01 Mil. This investment constitutes 4.24% of their stock portfolio, and BWM Planning, LLC now holds 0.19% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $26.32 for 6,712.00 shares. Based on historical transaction data and DFAE's current price of $29.68, BWM Planning, LLC's estimated gain on his DFAE holdings is $1.39 Mil, reflecting a 13.58% gain to date.
BWM Planning, LLC DFAE ($29.68) Holding Chart
BWM Planning, LLC DFAE ($29.68) 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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