EQ WEALTH ADVISORS, LLC DFEV Holdings History
Number of Shares
85,712.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
1.85%
Total Estimate Gain
$280,137.88
% of Total Estimate Gain
12.01%
EQ WEALTH ADVISORS, LLC's Dimensional Emerging Markets Value ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 85,712.00 shares of Dimensional Emerging Markets Value ETF(DFEV), totaling $2.32 Mil. This investment constitutes 1.85% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.23% of the outstanding Dimensional Emerging Markets Value ETF(DFEV) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of DFEV, at an average price of $27.21, for a total of 85,712.00 shares. Based on historical transaction data and DFEV's current price of $30.48, EQ WEALTH ADVISORS, LLC's estimated gain on his DFEV holdings is $280,137.88, reflecting a 12.01% gain to date.
EQ WEALTH ADVISORS, LLC DFEV ($30.48) Holding Chart
EQ WEALTH ADVISORS, LLC DFEV ($30.48) 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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