ELEVATION WEALTH PARTNERS, LLC DFAE Holdings History
ELEVATION WEALTH PARTNERS, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 3,909.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $113,160.00. This investment constitutes 0.04% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. And since then ELEVATION WEALTH PARTNERS, LLC has made 2 purchases of DFAE, at an average price of $26.44, for a total of 37,073.00 shares. In addition, there have been 1 sales at an average price of $26.82 for 33,164.00 shares. Based on historical transaction data and DFAE's current price of $29.98, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his DFAE holdings is $26,478.58, reflecting a 2.70% gain to date.
ELEVATION WEALTH PARTNERS, LLC DFAE ($29.98) Holding Chart
ELEVATION WEALTH PARTNERS, LLC DFAE ($29.98) 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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