Number of Shares
136,696.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
3.54%
Total Estimate Gain
$599,274.84
% of Total Estimate Gain
14.46%

SpringVest Wealth Management LLC's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, SpringVest Wealth Management LLC held 136,696.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $4.27 Mil. This investment constitutes 3.54% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0.05% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2024Q4. And since then SpringVest Wealth Management LLC has made 1 purchases of DFAI, at an average price of $30.33, for a total of 136,696.00 shares. Based on historical transaction data and DFAI's current price of $34.71, SpringVest Wealth Management LLC's estimated gain on his DFAI holdings is $599,274.84, reflecting a 14.46% gain to date.

SpringVest Wealth Management LLC DFAI ($34.71) Holding Chart

SpringVest Wealth Management LLC DFAI ($34.71) 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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