Mattern Wealth Management LLC DFEM Holdings History
Mattern Wealth Management LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 285,662.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $8.48 Mil. This investment constitutes 1.76% of their stock portfolio, and Mattern Wealth Management LLC now holds 0.15% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q3. And since then Mattern Wealth Management LLC has made 7 purchases of DFEM, at an average price of $26.29, for a total of 428,925.00 shares. In addition, there have been 1 sales at an average price of $27.48 for 143,263.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Mattern Wealth Management LLC's estimated gain on his DFEM holdings is $1.30 Mil, reflecting a 11.50% gain to date.
Mattern Wealth Management LLC DFEM ($30.24) Holding Chart
Mattern Wealth Management 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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