Number of Shares
321,614.00
Current Holdings Value*
$9.55 Mil
% of Portfolio
6.04%
Total Estimate Gain
$991,198.91
% of Total Estimate Gain
11.35%

Kaufman Rossin Wealth, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-06-30, Kaufman Rossin Wealth, LLC held 321,614.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $9.55 Mil. This investment constitutes 6.04% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 0.17% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2024Q4. And since then Kaufman Rossin Wealth, LLC has made 2 purchases of DFEM, at an average price of $27.16, for a total of 321,614.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Kaufman Rossin Wealth, LLC's estimated gain on his DFEM holdings is $991,198.91, reflecting a 11.35% gain to date.

Kaufman Rossin Wealth, LLC DFEM ($30.24) Holding Chart

Kaufman Rossin Wealth, 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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