Planning Center, Inc. DFEM Holdings History
Number of Shares
533,153.00
Current Holdings Value*
$14.11 Mil
% of Portfolio
1.67%
Total Estimate Gain
$3.70 Mil
% of Total Estimate Gain
30.32%
Planning Center, Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 533,153.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $14.11 Mil. This investment constitutes 1.67% of their stock portfolio, and Planning Center, Inc. now holds 0.29% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q4. And since then Planning Center, Inc. has made 10 purchases of DFEM, at an average price of $22.87, for a total of 533,153.00 shares. Based on historical transaction data and DFEM's current price of $29.81, Planning Center, Inc.'s estimated gain on his DFEM holdings is $3.70 Mil, reflecting a 30.32% gain to date.
Planning Center, Inc. DFEM ($29.81) Holding Chart
Planning Center, Inc. DFEM ($29.81) 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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