Number of Shares
363,419.00
Current Holdings Value*
$9.62 Mil
% of Portfolio
5.36%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
13.79%

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 $29.90, DELAP WEALTH ADVISORY, LLC's estimated gain on his DFEM holdings is $2.23 Mil, reflecting a 13.79% gain to date.

DELAP WEALTH ADVISORY, LLC DFEM ($29.90) Holding Chart

DELAP WEALTH ADVISORY, LLC DFEM ($29.90) 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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