Wingate Wealth Advisors, Inc. DFAE Holdings History
Wingate Wealth Advisors, Inc.'s Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Wingate Wealth Advisors, Inc. held 82,044.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $2.12 Mil. This investment constitutes 2.44% of their stock portfolio, and Wingate Wealth Advisors, Inc. now holds 0.04% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. And since then Wingate Wealth Advisors, Inc. has made 1 purchases of DFAE, at an average price of $26.44, for a total of 82,044.00 shares. Based on historical transaction data and DFAE's current price of $29.02, Wingate Wealth Advisors, Inc.'s estimated gain on his DFAE holdings is $211,794.00, reflecting a 9.76% gain to date.
Wingate Wealth Advisors, Inc. DFAE ($29.02) Holding Chart
Wingate Wealth Advisors, Inc. 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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