BCU Wealth Advisors, LLC DFEM Holdings History
Number of Shares
314,051.00
Current Holdings Value*
$8.31 Mil
% of Portfolio
4.32%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
16.99%
BCU Wealth Advisors, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, BCU Wealth Advisors, LLC held 314,051.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $8.31 Mil. This investment constitutes 4.32% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.17% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 5 purchases of DFEM, at an average price of $25.44, for a total of 314,051.00 shares. Based on historical transaction data and DFEM's current price of $29.76, BCU Wealth Advisors, LLC's estimated gain on his DFEM holdings is $1.36 Mil, reflecting a 16.99% gain to date.
BCU Wealth Advisors, LLC DFEM ($29.76) Holding Chart
BCU Wealth Advisors, LLC DFEM ($29.76) 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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