FMB WEALTH MANAGEMENT DXIV Holdings History
FMB WEALTH MANAGEMENT's Dimensional International Vector Equity ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 208,066.00 shares of Dimensional International Vector Equity ETF(DXIV), totaling $12.08 Mil. This investment constitutes 5.75% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 11.89% of the outstanding Dimensional International Vector Equity ETF(DXIV) stock.
The initial trade took place in 2024Q3. And since then FMB WEALTH MANAGEMENT has made 1 purchases of DXIV, at an average price of $51.60, for a total of 226,870.00 shares. In addition, there have been 3 sales at an average price of $51.22 for 18,804.00 shares. Based on historical transaction data and DXIV's current price of $59.83, FMB WEALTH MANAGEMENT's estimated gain on his DXIV holdings is $1.71 Mil, reflecting a 14.57% gain to date.
FMB WEALTH MANAGEMENT DXIV ($59.83) Holding Chart
FMB WEALTH MANAGEMENT DXIV ($59.83) 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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