Discipline Wealth Solutions, LLC DFEM Holdings History
Discipline Wealth Solutions, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 308,542.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $9.16 Mil. This investment constitutes 3.51% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.16% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q4. And since then Discipline Wealth Solutions, LLC has made 6 purchases of DFEM, at an average price of $24.95, for a total of 308,542.00 shares. Based on historical transaction data and DFEM's current price of $30.05, Discipline Wealth Solutions, LLC's estimated gain on his DFEM holdings is $1.57 Mil, reflecting a 20.40% gain to date.
Discipline Wealth Solutions, LLC DFEM ($30.05) Holding Chart
Discipline Wealth Solutions, LLC DFEM ($30.05) 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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