WPWealth LLP DFAE Holdings History
Number of Shares
852,842.00
Current Holdings Value*
$21.64 Mil
% of Portfolio
4.42%
Total Estimate Gain
$5.31 Mil
% of Total Estimate Gain
27.32%
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 $29.02, WPWealth LLP's estimated gain on his DFAE holdings is $5.31 Mil, reflecting a 27.32% gain to date.
WPWealth LLP DFAE ($29.02) Holding Chart
WPWealth LLP DFAE ($29.02) 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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