Number of Shares
160,200.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
0.9%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
20.39%

VALLEY NATIONAL ADVISERS INC's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-06-30, VALLEY NATIONAL ADVISERS INC held 160,200.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $5.54 Mil. This investment constitutes 0.9% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.05% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2022Q3. And since then VALLEY NATIONAL ADVISERS INC has made 4 purchases of DFAI, at an average price of $28.20, for a total of 182,208.00 shares. In addition, there have been 8 sales at an average price of $24.63 for 22,008.00 shares. Based on historical transaction data and DFAI's current price of $35.23, VALLEY NATIONAL ADVISERS INC's estimated gain on his DFAI holdings is $1.05 Mil, reflecting a 20.39% gain to date.

VALLEY NATIONAL ADVISERS INC DFAI ($35.23) Holding Chart

VALLEY NATIONAL ADVISERS INC DFAI ($35.23) 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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