Peterson Wealth Advisors, LLC DFEM Holdings History
Peterson Wealth Advisors, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 175,720.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $5.22 Mil. This investment constitutes 0.86% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.09% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q2. And since then Peterson Wealth Advisors, LLC has made 5 purchases of DFEM, at an average price of $26.88, for a total of 175,720.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Peterson Wealth Advisors, LLC's estimated gain on his DFEM holdings is $590,384.97, reflecting a 12.50% gain to date.
Peterson Wealth Advisors, LLC DFEM ($30.24) Holding Chart
Peterson Wealth Advisors, 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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