Forvis Mazars Wealth Advisors, LLC DFEM Holdings History
Forvis Mazars Wealth Advisors, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 1.29 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $34.20 Mil. This investment constitutes 0.82% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.71% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 8 purchases of DFEM, at an average price of $22.94, for a total of 1.89 Mil shares. In addition, there have been 3 sales at an average price of $26.78 for 600,478.00 shares. Based on historical transaction data and DFEM's current price of $30.19, Forvis Mazars Wealth Advisors, LLC's estimated gain on his DFEM holdings is $11.67 Mil, reflecting a 26.87% gain to date.
Forvis Mazars Wealth Advisors, LLC DFEM ($30.19) Holding Chart
Forvis Mazars Wealth Advisors, LLC DFEM ($30.19) 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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