Plan Group Financial, LLC DFAE Holdings History
Plan Group Financial, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 387,218.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $10.03 Mil. This investment constitutes 3.58% of their stock portfolio, and Plan Group Financial, LLC now holds 0.19% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 6 purchases of DFAE, at an average price of $23.48, for a total of 679,953.00 shares. In addition, there have been 2 sales at an average price of $23.12 for 292,735.00 shares. Based on historical transaction data and DFAE's current price of $28.74, Plan Group Financial, LLC's estimated gain on his DFAE holdings is $1.93 Mil, reflecting a 12.10% gain to date.
Plan Group Financial, LLC DFAE ($28.74) Holding Chart
Plan Group Financial, LLC DFAE ($28.74) 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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