Number of Shares
56,796.00
Current Holdings Value*
$1.69 Mil
% of Portfolio
0.76%
Total Estimate Gain
$193,366.41
% of Total Estimate Gain
10.21%

DOPKINS WEALTH MANAGEMENT, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 56,796.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $1.69 Mil. This investment constitutes 0.76% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2024Q2. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 4 purchases of DFEM, at an average price of $27.09, for a total of 69,877.00 shares. In addition, there have been 1 sales at an average price of $26.85 for 13,081.00 shares. Based on historical transaction data and DFEM's current price of $30.55, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his DFEM holdings is $193,366.41, reflecting a 10.21% gain to date.

DOPKINS WEALTH MANAGEMENT, LLC DFEM ($30.55) Holding Chart

DOPKINS WEALTH MANAGEMENT, LLC DFEM ($30.55) 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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