Number of Shares
27,825.00
Current Holdings Value*
$825,850.00
% of Portfolio
0.53%
Total Estimate Gain
$149,232.35
% of Total Estimate Gain
21.25%

RF&L WEALTH MANAGEMENT, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 27,825.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $825,850.00. This investment constitutes 0.53% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2023Q2. And since then RF&L WEALTH MANAGEMENT, LLC has made 8 purchases of DFEM, at an average price of $25.19, for a total of 27,875.00 shares. In addition, there have been 1 sales at an average price of $26.59 for 50.00 shares. Based on historical transaction data and DFEM's current price of $30.55, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his DFEM holdings is $149,232.35, reflecting a 21.25% gain to date.

RF&L WEALTH MANAGEMENT, LLC DFEM ($30.55) Holding Chart

RF&L WEALTH MANAGEMENT, LLC DFEM ($30.55) 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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