FMFE Wealth Management, LLC DFIV Holdings History
Number of Shares
374,246.00
Current Holdings Value*
$13.45 Mil
% of Portfolio
12.49%
Total Estimate Gain
$3.73 Mil
% of Total Estimate Gain
30.45%
FMFE Wealth Management, LLC's Dimensional International Value ETF Holding Summary
As of 2024-06-30, FMFE Wealth Management, LLC held 374,246.00 shares of Dimensional International Value ETF(DFIV), totaling $13.45 Mil. This investment constitutes 12.49% of their stock portfolio, and FMFE Wealth Management, LLC now holds -% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2023Q4. And since then FMFE Wealth Management, LLC has made 2 purchases of DFIV, at an average price of $32.75, for a total of 374,246.00 shares. Based on historical transaction data and DFIV's current price of $42.72, FMFE Wealth Management, LLC's estimated gain on his DFIV holdings is $3.73 Mil, reflecting a 30.45% gain to date.
FMFE Wealth Management, LLC DFIV ($42.72) Holding Chart
FMFE Wealth Management, LLC DFIV ($42.72) 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 % |
Top Ranked Articles
- 1