Evensky & Katz LLC DFEM Holdings History

Number of Shares
2.44 Mil
Current Holdings Value*
$64.46 Mil
% of Portfolio
4.32%
Total Estimate Gain
$16.80 Mil
% of Total Estimate Gain
29.05%

Evensky & Katz LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Evensky & Katz LLC held 2.44 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $64.46 Mil. This investment constitutes 4.32% of their stock portfolio, and Evensky & Katz LLC now holds 1.34% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q2. And since then Evensky & Katz LLC has made 11 purchases of DFEM, at an average price of $22.96, for a total of 2.52 Mil shares. In addition, there have been 1 sales at an average price of $24.18 for 83,424.00 shares. Based on historical transaction data and DFEM's current price of $29.81, Evensky & Katz LLC's estimated gain on his DFEM holdings is $16.80 Mil, reflecting a 29.05% gain to date.

Evensky & Katz LLC DFEM ($29.81) Holding Chart

Evensky & Katz LLC DFEM ($29.81) 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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