SpringVest Wealth Management LLC DFAI Holdings History
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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