Wealth Dimensions Group, Ltd. DFAE Holdings History
Wealth Dimensions Group, Ltd.'s Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 468,365.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $12.13 Mil. This investment constitutes 2.89% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.23% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2022Q1. And since then Wealth Dimensions Group, Ltd. has made 12 purchases of DFAE, at an average price of $24.93, for a total of 469,464.00 shares. In addition, there have been 1 sales at an average price of $21.15 for 1,099.00 shares. Based on historical transaction data and DFAE's current price of $28.66, Wealth Dimensions Group, Ltd.'s estimated gain on his DFAE holdings is $1.74 Mil, reflecting a 14.91% gain to date.
Wealth Dimensions Group, Ltd. DFAE ($28.66) Holding Chart
Wealth Dimensions Group, Ltd. DFAE ($28.66) 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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