FMFE Wealth Management, LLC DFAC Holdings History
FMFE Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-06-30, FMFE Wealth Management, LLC held 35,902.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $1.16 Mil. This investment constitutes 1.08% of their stock portfolio, and FMFE Wealth Management, LLC now holds -% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then FMFE Wealth Management, LLC has made 2 purchases of DFAC, at an average price of $27.10, for a total of 35,902.00 shares. Based on historical transaction data and DFAC's current price of $36.53, FMFE Wealth Management, LLC's estimated gain on his DFAC holdings is $338,394.69, reflecting a 34.77% gain to date.
FMFE Wealth Management, LLC DFAC ($36.53) Holding Chart
FMFE Wealth Management, LLC DFAC ($36.53) 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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