Number of Shares
470,016.00
Current Holdings Value*
$14.10 Mil
% of Portfolio
7.88%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
15.45%

EAGLE WEALTH STRATEGIES LLC's Dimensional Emerging Markets Value ETF Holding Summary

As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 470,016.00 shares of Dimensional Emerging Markets Value ETF(DFEV), totaling $14.10 Mil. This investment constitutes 7.88% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 1.35% of the outstanding Dimensional Emerging Markets Value ETF(DFEV) stock.

The initial trade took place in 2025Q1. And since then EAGLE WEALTH STRATEGIES LLC has made 1 purchases of DFEV, at an average price of $26.86, for a total of 471,548.00 shares. In addition, there have been 1 sales at an average price of $27.75 for 1,532.00 shares. Based on historical transaction data and DFEV's current price of $31.02, EAGLE WEALTH STRATEGIES LLC's estimated gain on his DFEV holdings is $1.96 Mil, reflecting a 15.45% gain to date.

EAGLE WEALTH STRATEGIES LLC DFEV ($31.02) Holding Chart

EAGLE WEALTH STRATEGIES LLC DFEV ($31.02) 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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