Strata Wealth Advisors, LLC DFEV Holdings History
Strata Wealth Advisors, LLC's Dimensional Emerging Markets Value ETF Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 476,403.00 shares of Dimensional Emerging Markets Value ETF(DFEV), totaling $12.89 Mil. This investment constitutes 4.01% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 1.38% of the outstanding Dimensional Emerging Markets Value ETF(DFEV) stock.
The initial trade took place in 2024Q1. And since then Strata Wealth Advisors, LLC has made 5 purchases of DFEV, at an average price of $26.78, for a total of 476,403.00 shares. Based on historical transaction data and DFEV's current price of $30.64, Strata Wealth Advisors, LLC's estimated gain on his DFEV holdings is $1.84 Mil, reflecting a 14.42% gain to date.
Strata Wealth Advisors, LLC DFEV ($30.64) Holding Chart
Strata Wealth Advisors, LLC DFEV ($30.64) 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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