Number of Shares
270,808.00
Current Holdings Value*
$7.01 Mil
% of Portfolio
4.52%
Total Estimate Gain
$964,076.48
% of Total Estimate Gain
13.71%

Spectrum Investment Advisors, Inc.'s Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, Spectrum Investment Advisors, Inc. held 270,808.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $7.01 Mil. This investment constitutes 4.52% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.13% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2025Q1. And since then Spectrum Investment Advisors, Inc. has made 1 purchases of DFAE, at an average price of $25.96, for a total of 270,808.00 shares. Based on historical transaction data and DFAE's current price of $29.52, Spectrum Investment Advisors, Inc.'s estimated gain on his DFAE holdings is $964,076.48, reflecting a 13.71% gain to date.

Spectrum Investment Advisors, Inc. DFAE ($29.52) Holding Chart

Spectrum Investment Advisors, Inc. 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 %

Top Ranked Articles

  • 1