Financial Planning & Information Services, Inc. DFAI Holdings History
Financial Planning & Information Services, Inc.'s Dimensional International Core Equity Market ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 1.25 Mil shares of Dimensional International Core Equity Market ETF(DFAI), totaling $39.70 Mil. This investment constitutes 5.47% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.53% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q3. And since then Financial Planning & Information Services, Inc. has made 11 purchases of DFAI, at an average price of $27.43, for a total of 1.28 Mil shares. In addition, there have been 2 sales at an average price of $26.56 for 30,038.00 shares. Based on historical transaction data and DFAI's current price of $34.00, Financial Planning & Information Services, Inc.'s estimated gain on his DFAI holdings is $8.18 Mil, reflecting a 23.29% gain to date.
Financial Planning & Information Services, Inc. DFAI ($34.00) Holding Chart
Financial Planning & Information Services, Inc. DFAI ($34.00) 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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