FMB WEALTH MANAGEMENT DFUS Holdings History
FMB WEALTH MANAGEMENT's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 111,342.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $7.46 Mil. This investment constitutes 3.55% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.05% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 5 purchases of DFUS, at an average price of $43.28, for a total of 126,265.00 shares. In addition, there have been 5 sales at an average price of $63.20 for 14,923.00 shares. Based on historical transaction data and DFUS's current price of $68.83, FMB WEALTH MANAGEMENT's estimated gain on his DFUS holdings is $3.14 Mil, reflecting a 57.48% gain to date.
FMB WEALTH MANAGEMENT DFUS ($68.83) Holding Chart
FMB WEALTH MANAGEMENT DFUS ($68.83) 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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