Private Wealth Management Group, LLC DFEM Holdings History
Private Wealth Management Group, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 491,989.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $13.02 Mil. This investment constitutes 4.8% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.27% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 5 purchases of DFEM, at an average price of $24.63, for a total of 491,989.00 shares. Based on historical transaction data and DFEM's current price of $30.32, Private Wealth Management Group, LLC's estimated gain on his DFEM holdings is $2.80 Mil, reflecting a 23.12% gain to date.
Private Wealth Management Group, LLC DFEM ($30.32) Holding Chart
Private Wealth Management Group, LLC DFEM ($30.32) 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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