Number of Shares
667,067.00
Current Holdings Value*
$17.27 Mil
% of Portfolio
1.2%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
14.19%

Berger Financial Group, Inc's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, Berger Financial Group, Inc held 667,067.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $17.27 Mil. This investment constitutes 1.2% of their stock portfolio, and Berger Financial Group, Inc now holds 0.33% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2025Q1. And since then Berger Financial Group, Inc has made 1 purchases of DFAE, at an average price of $25.96, for a total of 667,067.00 shares. Based on historical transaction data and DFAE's current price of $29.65, Berger Financial Group, Inc's estimated gain on his DFAE holdings is $2.46 Mil, reflecting a 14.19% gain to date.

Berger Financial Group, Inc DFAE ($29.65) Holding Chart

Berger Financial Group, Inc DFAE ($29.65) 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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