FMB WEALTH MANAGEMENT DFAC Holdings History
FMB WEALTH MANAGEMENT's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 972,075.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $34.84 Mil. This investment constitutes 16.59% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 10 purchases of DFAC, at an average price of $27.91, for a total of 972,075.00 shares. Based on historical transaction data and DFAC's current price of $36.98, FMB WEALTH MANAGEMENT's estimated gain on his DFAC holdings is $8.81 Mil, reflecting a 32.48% gain to date.
FMB WEALTH MANAGEMENT DFAC ($36.98) Holding Chart
FMB WEALTH MANAGEMENT DFAC ($36.98) 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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