Number of Shares
354,067.00
Current Holdings Value*
$10.25 Mil
% of Portfolio
1.33%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
26.23%

Great Waters Wealth Management's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-06-30, Great Waters Wealth Management held 354,067.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $10.25 Mil. This investment constitutes 1.33% of their stock portfolio, and Great Waters Wealth Management now holds 0.17% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2022Q4. In addition, there have been 10 sales at an average price of $24.68 for 543,774.00 shares. Based on historical transaction data and DFAE's current price of $29.80, Great Waters Wealth Management's estimated gain on his DFAE holdings is $4.98 Mil, reflecting a 26.23% gain to date.

Great Waters Wealth Management DFAE ($29.80) Holding Chart

Great Waters Wealth Management DFAE ($29.80) 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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