Number of Shares
274,232.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
1.47%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
13.48%

NORTHWEST WEALTH MANAGEMENT, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-06-30, NORTHWEST WEALTH MANAGEMENT, LLC held 274,232.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $8.14 Mil. This investment constitutes 1.47% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q2. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 11 purchases of DFEM, at an average price of $26.41, for a total of 286,714.00 shares. In addition, there have been 2 sales at an average price of $21.85 for 12,482.00 shares. Based on historical transaction data and DFEM's current price of $30.34, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his DFEM holdings is $1.02 Mil, reflecting a 13.48% gain to date.

NORTHWEST WEALTH MANAGEMENT, LLC DFEM ($30.34) Holding Chart

NORTHWEST WEALTH MANAGEMENT, LLC DFEM ($30.34) 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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