Number of Shares
207,063.00
Current Holdings Value*
$5.36 Mil
% of Portfolio
2.53%
Total Estimate Gain
$552,574.04
% of Total Estimate Gain
10.26%

Colorado Capital Management, Inc.'s Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, Colorado Capital Management, Inc. held 207,063.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $5.36 Mil. This investment constitutes 2.53% of their stock portfolio, and Colorado Capital Management, Inc. now holds 0.1% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2024Q2. And since then Colorado Capital Management, Inc. has made 4 purchases of DFAE, at an average price of $26.02, for a total of 207,063.00 shares. Based on historical transaction data and DFAE's current price of $28.69, Colorado Capital Management, Inc.'s estimated gain on his DFAE holdings is $552,574.04, reflecting a 10.26% gain to date.

Colorado Capital Management, Inc. DFAE ($28.69) Holding Chart

Colorado Capital Management, Inc. DFAE ($28.69) 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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