FMFE Wealth Management, LLC DFAS Holdings History
FMFE Wealth Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-06-30, FMFE Wealth Management, LLC held 204,265.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $12.27 Mil. This investment constitutes 11.4% of their stock portfolio, and FMFE Wealth Management, LLC now holds -% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $59.66 for 279.00 shares. Based on historical transaction data and DFAS's current price of $65.76, FMFE Wealth Management, LLC's estimated gain on his DFAS holdings is $2.49 Mil, reflecting a 22.69% gain to date.
FMFE Wealth Management, LLC DFAS ($65.76) Holding Chart
FMFE Wealth Management, LLC DFAS ($65.76) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
