DDFG, Inc DFAE Holdings History

Number of Shares
367,294.00
Current Holdings Value*
$9.51 Mil
% of Portfolio
2.64%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
22.24%

DDFG, Inc's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, DDFG, Inc held 367,294.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $9.51 Mil. This investment constitutes 2.64% of their stock portfolio, and DDFG, Inc now holds 0.18% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2022Q4. And since then DDFG, Inc has made 5 purchases of DFAE, at an average price of $22.55, for a total of 575,469.00 shares. In addition, there have been 4 sales at an average price of $24.99 for 208,175.00 shares. Based on historical transaction data and DFAE's current price of $29.02, DDFG, Inc's estimated gain on his DFAE holdings is $2.89 Mil, reflecting a 22.24% gain to date.

DDFG, Inc DFAE ($29.02) Holding Chart

DDFG, Inc DFAE ($29.02) 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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