M Wealth Management, LLC DFAU Holdings History
M Wealth Management, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 581,830.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $22.37 Mil. This investment constitutes 20.84% of their stock portfolio, and M Wealth Management, LLC now holds 0.3% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $40.57 for 75,159.00 shares. Based on historical transaction data and DFAU's current price of $43.11, M Wealth Management, LLC's estimated gain on his DFAU holdings is $1.27 Mil, reflecting a 4.74% gain to date.
M Wealth Management, LLC DFAU ($43.11) Holding Chart
M Wealth Management, LLC DFAU ($43.11) 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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