Total Wealth Planning, LLC DFEM Holdings History
Total Wealth Planning, LLC's Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 1.75 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $46.27 Mil. This investment constitutes 7.08% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.97% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q3. And since then Total Wealth Planning, LLC has made 11 purchases of DFEM, at an average price of $24.13, for a total of 1.75 Mil shares. Based on historical transaction data and DFEM's current price of $29.91, Total Wealth Planning, LLC's estimated gain on his DFEM holdings is $10.11 Mil, reflecting a 23.96% gain to date.
Total Wealth Planning, LLC DFEM ($29.91) Holding Chart
Total Wealth Planning, LLC DFEM ($29.91) 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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