Number of Shares
147,687.00
Current Holdings Value*
$3.82 Mil
% of Portfolio
2.77%
Total Estimate Gain
$670,631.92
% of Total Estimate Gain
17.82%

Vermillion & White Wealth Management Group, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, Vermillion & White Wealth Management Group, LLC held 147,687.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $3.82 Mil. This investment constitutes 2.77% of their stock portfolio, and Vermillion & White Wealth Management Group, LLC now holds 0.07% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2023Q4. And since then Vermillion & White Wealth Management Group, LLC has made 3 purchases of DFAE, at an average price of $24.99, for a total of 150,560.00 shares. In addition, there have been 2 sales at an average price of $25.77 for 2,873.00 shares. Based on historical transaction data and DFAE's current price of $29.52, Vermillion & White Wealth Management Group, LLC's estimated gain on his DFAE holdings is $670,631.92, reflecting a 17.82% gain to date.

Vermillion & White Wealth Management Group, LLC DFAE ($29.52) Holding Chart

Vermillion & White Wealth Management Group, LLC 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