WPWealth LLP DFAE Holdings History

Number of Shares
852,842.00
Current Holdings Value*
$21.64 Mil
% of Portfolio
4.42%
Total Estimate Gain
$5.30 Mil
% of Total Estimate Gain
27.28%

WPWealth LLP's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2024-12-31, WPWealth LLP held 852,842.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $21.64 Mil. This investment constitutes 4.42% of their stock portfolio, and WPWealth LLP now holds 0.44% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2022Q4. And since then WPWealth LLP has made 8 purchases of DFAE, at an average price of $22.79, for a total of 852,842.00 shares. Based on historical transaction data and DFAE's current price of $29.01, WPWealth LLP's estimated gain on his DFAE holdings is $5.30 Mil, reflecting a 27.28% gain to date.

WPWealth LLP DFAE ($29.01) Holding Chart

WPWealth LLP DFAE ($29.01) 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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