HMV Wealth Advisors, LLC DFEM Holdings History
Number of Shares
178,941.00
Current Holdings Value*
$4.73 Mil
% of Portfolio
3.76%
Total Estimate Gain
$608,301.30
% of Total Estimate Gain
12.67%
HMV Wealth Advisors, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, HMV Wealth Advisors, LLC held 178,941.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $4.73 Mil. This investment constitutes 3.76% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.1% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of DFEM, at an average price of $26.84, for a total of 178,941.00 shares. Based on historical transaction data and DFEM's current price of $30.24, HMV Wealth Advisors, LLC's estimated gain on his DFEM holdings is $608,301.30, reflecting a 12.67% gain to date.
HMV Wealth Advisors, LLC DFEM ($30.24) Holding Chart
HMV Wealth Advisors, LLC DFEM ($30.24) 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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