Falcon Wealth Planning DFAE Holdings History
Falcon Wealth Planning's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-06-30, Falcon Wealth Planning held 1.68 Mil shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $48.76 Mil. This investment constitutes 4.93% of their stock portfolio, and Falcon Wealth Planning now holds 0.8% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q4. And since then Falcon Wealth Planning has made 9 purchases of DFAE, at an average price of $22.73, for a total of 1.80 Mil shares. In addition, there have been 2 sales at an average price of $26.16 for 117,659.00 shares. Based on historical transaction data and DFAE's current price of $29.43, Falcon Wealth Planning's estimated gain on his DFAE holdings is $11.68 Mil, reflecting a 28.52% gain to date.
Falcon Wealth Planning DFAE ($29.43) Holding Chart
Falcon Wealth Planning DFAE ($29.43) 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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