Great Point Wealth Advisors, LLC DFAE Holdings History
Great Point Wealth Advisors, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 1.09 Mil shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $28.11 Mil. This investment constitutes 6.08% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.54% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q1. And since then Great Point Wealth Advisors, LLC has made 13 purchases of DFAE, at an average price of $24.43, for a total of 1.09 Mil shares. Based on historical transaction data and DFAE's current price of $29.52, Great Point Wealth Advisors, LLC's estimated gain on his DFAE holdings is $5.53 Mil, reflecting a 20.83% gain to date.
Great Point Wealth Advisors, LLC DFAE ($29.52) Holding Chart
Great Point Wealth Advisors, LLC DFAE ($29.52) 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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