True Wealth Design, LLC DFEV Holdings History
True Wealth Design, LLC's Dimensional Emerging Markets Value ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 806,016.00 shares of Dimensional Emerging Markets Value ETF(DFEV), totaling $21.80 Mil. This investment constitutes 8.3% of their stock portfolio, and True Wealth Design, LLC now holds 2.34% of the outstanding Dimensional Emerging Markets Value ETF(DFEV) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 7 purchases of DFEV, at an average price of $23.59, for a total of 807,721.00 shares. In addition, there have been 2 sales at an average price of $26.86 for 1,705.00 shares. Based on historical transaction data and DFEV's current price of $30.84, True Wealth Design, LLC's estimated gain on his DFEV holdings is $5.85 Mil, reflecting a 30.71% gain to date.
True Wealth Design, LLC DFEV ($30.84) Holding Chart
True Wealth Design, LLC DFEV ($30.84) 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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