SageOak Financial, LLC DFEM Holdings History
Number of Shares
176,055.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
4.13%
Total Estimate Gain
$465,885.69
% of Total Estimate Gain
9.68%
SageOak Financial, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, SageOak Financial, LLC held 176,055.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $4.66 Mil. This investment constitutes 4.13% of their stock portfolio, and SageOak Financial, LLC now holds 0.1% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $26.59 for 1,158.00 shares. Based on historical transaction data and DFEM's current price of $29.81, SageOak Financial, LLC's estimated gain on his DFEM holdings is $465,885.69, reflecting a 9.68% gain to date.
SageOak Financial, LLC DFEM ($29.81) Holding Chart
SageOak Financial, LLC 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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