JDH Wealth Management, LLC DFEM Holdings History
JDH Wealth Management, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 120,354.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $3.18 Mil. This investment constitutes 2.73% of their stock portfolio, and JDH Wealth Management, LLC now holds 0.07% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. And since then JDH Wealth Management, LLC has made 1 purchases of DFEM, at an average price of $27.09, for a total of 120,354.00 shares. Based on historical transaction data and DFEM's current price of $30.29, JDH Wealth Management, LLC's estimated gain on his DFEM holdings is $384,956.35, reflecting a 11.81% gain to date.
JDH Wealth Management, LLC DFEM ($30.29) Holding Chart
JDH Wealth Management, LLC DFEM ($30.29) 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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