Oakwell Private Wealth Management, LLC DFEM Holdings History
Oakwell Private Wealth Management, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 922,083.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $24.40 Mil. This investment constitutes 6.74% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.51% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q1. And since then Oakwell Private Wealth Management, LLC has made 6 purchases of DFEM, at an average price of $24.01, for a total of 1.19 Mil shares. In addition, there have been 3 sales at an average price of $27.09 for 266,263.00 shares. Based on historical transaction data and DFEM's current price of $30.45, Oakwell Private Wealth Management, LLC's estimated gain on his DFEM holdings is $6.76 Mil, reflecting a 23.68% gain to date.
Oakwell Private Wealth Management, LLC DFEM ($30.45) Holding Chart
Oakwell Private Wealth Management, LLC DFEM ($30.45) 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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