M Wealth Management, LLC DFAS Holdings History
M Wealth Management, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 39,834.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $2.38 Mil. This investment constitutes 2.22% of their stock portfolio, and M Wealth Management, LLC now holds 0.03% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $64.31 for 10,696.00 shares. Based on historical transaction data and DFAS's current price of $65.59, M Wealth Management, LLC's estimated gain on his DFAS holdings is $-81,401.08, reflecting a -2.41% gain to date.
M Wealth Management, LLC DFAS ($65.59) Holding Chart
M Wealth Management, LLC DFAS ($65.59) 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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