Align Wealth Management, LLC DFEM Holdings History
Number of Shares
149,425.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
2.58%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
35.69%
Align Wealth Management, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2022-12-31, Align Wealth Management, LLC held 149,425.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $3.05 Mil. This investment constitutes 2.58% of their stock portfolio, and Align Wealth Management, LLC now holds 0.25% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and DFEM's current price of $29.58, Align Wealth Management, LLC's estimated gain on his DFEM holdings is $1.16 Mil, reflecting a 35.69% gain to date.
Align Wealth Management, LLC DFEM ($29.58) Holding Chart
Align Wealth Management, LLC DFEM ($29.58) 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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