Plan Group Financial, LLC DFAI Holdings History
Plan Group Financial, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 339,116.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $10.59 Mil. This investment constitutes 3.78% of their stock portfolio, and Plan Group Financial, LLC now holds 0.12% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 6 purchases of DFAI, at an average price of $27.60, for a total of 706,002.00 shares. In addition, there have been 2 sales at an average price of $26.83 for 366,886.00 shares. Based on historical transaction data and DFAI's current price of $34.48, Plan Group Financial, LLC's estimated gain on his DFAI holdings is $2.05 Mil, reflecting a 10.53% gain to date.
Plan Group Financial, LLC DFAI ($34.48) Holding Chart
Plan Group Financial, LLC DFAI ($34.48) 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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