KEYVANTAGE WEALTH, LLC DFEM Holdings History
Number of Shares
248,774.00
Current Holdings Value*
$6.58 Mil
% of Portfolio
3.2%
Total Estimate Gain
$818,644.51
% of Total Estimate Gain
12.36%
KEYVANTAGE WEALTH, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 248,774.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $6.58 Mil. This investment constitutes 3.2% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.14% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of DFEM, at an average price of $26.62, for a total of 248,774.00 shares. Based on historical transaction data and DFEM's current price of $29.91, KEYVANTAGE WEALTH, LLC's estimated gain on his DFEM holdings is $818,644.51, reflecting a 12.36% gain to date.
KEYVANTAGE WEALTH, LLC DFEM ($29.91) Holding Chart
KEYVANTAGE WEALTH, LLC DFEM ($29.91) 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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