FMB WEALTH MANAGEMENT DFAU Holdings History
FMB WEALTH MANAGEMENT's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 218,270.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $9.25 Mil. This investment constitutes 4.4% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.11% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 6 purchases of DFAU, at an average price of $30.00, for a total of 233,557.00 shares. In addition, there have been 4 sales at an average price of $37.02 for 15,287.00 shares. Based on historical transaction data and DFAU's current price of $43.37, FMB WEALTH MANAGEMENT's estimated gain on his DFAU holdings is $3.02 Mil, reflecting a 43.16% gain to date.
FMB WEALTH MANAGEMENT DFAU ($43.37) Holding Chart
FMB WEALTH MANAGEMENT DFAU ($43.37) 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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