FMB WEALTH MANAGEMENT DFAX Holdings History
FMB WEALTH MANAGEMENT's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 408,588.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $12.00 Mil. This investment constitutes 5.71% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.14% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 10 purchases of DFAX, at an average price of $24.07, for a total of 408,588.00 shares. Based on historical transaction data and DFAX's current price of $30.30, FMB WEALTH MANAGEMENT's estimated gain on his DFAX holdings is $2.55 Mil, reflecting a 25.89% gain to date.
FMB WEALTH MANAGEMENT DFAX ($30.30) Holding Chart
FMB WEALTH MANAGEMENT DFAX ($30.30) 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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