FMB WEALTH MANAGEMENT DFAR Holdings History
FMB WEALTH MANAGEMENT's Dimensional US Real Estate ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 70,626.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $1.66 Mil. This investment constitutes 0.79% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.12% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2023Q2. And since then FMB WEALTH MANAGEMENT has made 9 purchases of DFAR, at an average price of $22.15, for a total of 70,626.00 shares. Based on historical transaction data and DFAR's current price of $24.08, FMB WEALTH MANAGEMENT's estimated gain on his DFAR holdings is $136,375.54, reflecting a 8.72% gain to date.
FMB WEALTH MANAGEMENT DFAR ($24.08) Holding Chart
FMB WEALTH MANAGEMENT DFAR ($24.08) 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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