FinDec Wealth Services, Inc. DFAE Holdings History
FinDec Wealth Services, Inc.'s Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, FinDec Wealth Services, Inc. held 112,423.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $2.91 Mil. This investment constitutes 2.88% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.06% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 7 purchases of DFAE, at an average price of $21.86, for a total of 245,322.00 shares. In addition, there have been 2 sales at an average price of $26.04 for 132,899.00 shares. Based on historical transaction data and DFAE's current price of $29.02, FinDec Wealth Services, Inc.'s estimated gain on his DFAE holdings is $1.36 Mil, reflecting a 25.36% gain to date.
FinDec Wealth Services, Inc. DFAE ($29.02) Holding Chart
FinDec Wealth Services, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
