FMFE Wealth Management, LLC DFAT Holdings History
FMFE Wealth Management, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2024-06-30, FMFE Wealth Management, LLC held 535,869.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $27.80 Mil. This investment constitutes 25.82% of their stock portfolio, and FMFE Wealth Management, LLC now holds -% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2023Q4. And since then FMFE Wealth Management, LLC has made 1 purchases of DFAT, at an average price of $46.79, for a total of 537,515.00 shares. In addition, there have been 1 sales at an average price of $51.48 for 1,646.00 shares. Based on historical transaction data and DFAT's current price of $55.27, FMFE Wealth Management, LLC's estimated gain on his DFAT holdings is $4.55 Mil, reflecting a 18.11% gain to date.
FMFE Wealth Management, LLC DFAT ($55.27) Holding Chart
FMFE Wealth Management, LLC DFAT ($55.27) 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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