Number of Shares
437,102.00
Current Holdings Value*
$13.65 Mil
% of Portfolio
4.02%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
21.00%

Fonville Wealth Management LLC's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, Fonville Wealth Management LLC held 437,102.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $13.65 Mil. This investment constitutes 4.02% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.15% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of DFAI, at an average price of $28.33, for a total of 437,102.00 shares. Based on historical transaction data and DFAI's current price of $34.28, Fonville Wealth Management LLC's estimated gain on his DFAI holdings is $2.60 Mil, reflecting a 21.00% gain to date.

Fonville Wealth Management LLC DFAI ($34.28) Holding Chart

Fonville Wealth Management LLC DFAI ($34.28) 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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