FMB WEALTH MANAGEMENT DXUV Holdings History
FMB WEALTH MANAGEMENT's Dimensional US Vector Equity ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 338,883.00 shares of Dimensional US Vector Equity ETF(DXUV), totaling $18.38 Mil. This investment constitutes 8.75% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 7.74% of the outstanding Dimensional US Vector Equity ETF(DXUV) stock.
The initial trade took place in 2024Q3. And since then FMB WEALTH MANAGEMENT has made 1 purchases of DXUV, at an average price of $51.95, for a total of 361,078.00 shares. In addition, there have been 3 sales at an average price of $52.85 for 22,195.00 shares. Based on historical transaction data and DXUV's current price of $56.12, FMB WEALTH MANAGEMENT's estimated gain on his DXUV holdings is $1.43 Mil, reflecting a 7.64% gain to date.
FMB WEALTH MANAGEMENT DXUV ($56.12) Holding Chart
FMB WEALTH MANAGEMENT DXUV ($56.12) 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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