Financial Alternatives, Inc DFAE Holdings History
Financial Alternatives, Inc's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 230,165.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $5.96 Mil. This investment constitutes 4.25% of their stock portfolio, and Financial Alternatives, Inc now holds 0.11% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 7 purchases of DFAE, at an average price of $21.72, for a total of 242,224.00 shares. In addition, there have been 2 sales at an average price of $25.99 for 12,059.00 shares. Based on historical transaction data and DFAE's current price of $29.01, Financial Alternatives, Inc's estimated gain on his DFAE holdings is $1.73 Mil, reflecting a 32.84% gain to date.
Financial Alternatives, Inc DFAE ($29.01) Holding Chart
Financial Alternatives, Inc DFAE ($29.01) 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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