FMFE Wealth Management, LLC DFUS Holdings History
FMFE Wealth Management, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2024-06-30, FMFE Wealth Management, LLC held 375,643.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $22.11 Mil. This investment constitutes 20.54% of their stock portfolio, and FMFE Wealth Management, LLC now holds -% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q4. And since then FMFE Wealth Management, LLC has made 1 purchases of DFUS, at an average price of $48.46, for a total of 381,233.00 shares. In addition, there have been 1 sales at an average price of $54.14 for 5,590.00 shares. Based on historical transaction data and DFUS's current price of $68.20, FMFE Wealth Management, LLC's estimated gain on his DFUS holdings is $7.45 Mil, reflecting a 40.31% gain to date.
FMFE Wealth Management, LLC DFUS ($68.20) Holding Chart
FMFE Wealth Management, LLC DFUS ($68.20) 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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