FMB WEALTH MANAGEMENT DFAT Holdings History
FMB WEALTH MANAGEMENT's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 105,703.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $5.70 Mil. This investment constitutes 2.72% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.05% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 1 purchases of DFAT, at an average price of $43.94, for a total of 121,672.00 shares. In addition, there have been 9 sales at an average price of $50.82 for 15,969.00 shares. Based on historical transaction data and DFAT's current price of $56.81, FMB WEALTH MANAGEMENT's estimated gain on his DFAT holdings is $1.47 Mil, reflecting a 27.49% gain to date.
FMB WEALTH MANAGEMENT DFAT ($56.81) Holding Chart
FMB WEALTH MANAGEMENT DFAT ($56.81) 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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