Number of Shares
350,484.00
Current Holdings Value*
$9.27 Mil
% of Portfolio
3.75%
Total Estimate Gain
$2.08 Mil
% of Total Estimate Gain
24.61%

Straight Path Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Straight Path Wealth Management held 350,484.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $9.27 Mil. This investment constitutes 3.75% of their stock portfolio, and Straight Path Wealth Management now holds 0.19% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q2. And since then Straight Path Wealth Management has made 12 purchases of DFEM, at an average price of $24.12, for a total of 350,484.00 shares. Based on historical transaction data and DFEM's current price of $30.06, Straight Path Wealth Management's estimated gain on his DFEM holdings is $2.08 Mil, reflecting a 24.61% gain to date.

Straight Path Wealth Management DFEM ($30.06) Holding Chart

Straight Path Wealth Management DFEM ($30.06) 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 %

Top Ranked Articles

  • 1