FMFE Wealth Management, LLC DFUV Holdings History
FMFE Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-06-30, FMFE Wealth Management, LLC held 601,606.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $23.63 Mil. This investment constitutes 21.95% of their stock portfolio, and FMFE Wealth Management, LLC now holds -% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2023Q4. And since then FMFE Wealth Management, LLC has made 2 purchases of DFUV, at an average price of $34.48, for a total of 601,606.00 shares. Based on historical transaction data and DFUV's current price of $41.67, FMFE Wealth Management, LLC's estimated gain on his DFUV holdings is $4.33 Mil, reflecting a 20.86% gain to date.
FMFE Wealth Management, LLC DFUV ($41.67) Holding Chart
FMFE Wealth Management, LLC DFUV ($41.67) 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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