Morling Financial Advisors, LLC DFAE Holdings History
Morling Financial Advisors, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 726,123.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $18.80 Mil. This investment constitutes 6.47% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0.36% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q2. And since then Morling Financial Advisors, LLC has made 12 purchases of DFAE, at an average price of $23.90, for a total of 726,123.00 shares. Based on historical transaction data and DFAE's current price of $29.98, Morling Financial Advisors, LLC's estimated gain on his DFAE holdings is $4.41 Mil, reflecting a 25.43% gain to date.
Morling Financial Advisors, LLC DFAE ($29.98) Holding Chart
Morling Financial Advisors, LLC DFAE ($29.98) 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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