DELAP WEALTH ADVISORY, LLC DFEM Holdings History
DELAP WEALTH ADVISORY, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 363,419.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $9.62 Mil. This investment constitutes 5.36% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.2% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 6 purchases of DFEM, at an average price of $24.90, for a total of 650,689.00 shares. In addition, there have been 3 sales at an average price of $26.36 for 287,270.00 shares. Based on historical transaction data and DFEM's current price of $29.81, DELAP WEALTH ADVISORY, LLC's estimated gain on his DFEM holdings is $2.20 Mil, reflecting a 13.59% gain to date.
DELAP WEALTH ADVISORY, LLC DFEM ($29.81) Holding Chart
DELAP WEALTH ADVISORY, LLC DFEM ($29.81) 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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