Core Wealth Management, Inc. DFEM Holdings History
Core Wealth Management, Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 51,728.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $1.37 Mil. This investment constitutes 0.53% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.03% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 7 purchases of DFEM, at an average price of $22.67, for a total of 51,743.00 shares. In addition, there have been 1 sales at an average price of $23.61 for 15.00 shares. Based on historical transaction data and DFEM's current price of $29.55, Core Wealth Management, Inc.'s estimated gain on his DFEM holdings is $355,717.49, reflecting a 30.32% gain to date.
Core Wealth Management, Inc. DFEM ($29.55) Holding Chart
Core Wealth Management, Inc. DFEM ($29.55) 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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