Number of Shares
1.48 Mil
Current Holdings Value*
$39.21 Mil
% of Portfolio
7.34%
Total Estimate Gain
$8.07 Mil
% of Total Estimate Gain
21.96%

Wealthstream Advisors, Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Wealthstream Advisors, Inc. held 1.48 Mil shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $39.21 Mil. This investment constitutes 7.34% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.81% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2022Q4. And since then Wealthstream Advisors, Inc. has made 10 purchases of DFEM, at an average price of $24.80, for a total of 1.48 Mil shares. Based on historical transaction data and DFEM's current price of $30.24, Wealthstream Advisors, Inc.'s estimated gain on his DFEM holdings is $8.07 Mil, reflecting a 21.96% gain to date.

Wealthstream Advisors, Inc. DFEM ($30.24) Holding Chart

Wealthstream Advisors, Inc. DFEM ($30.24) 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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