M Financial Asset Management, Inc. DFIV Holdings History
M Financial Asset Management, Inc.'s Dimensional International Value ETF Holding Summary
As of 2024-12-31, M Financial Asset Management, Inc. held 114,509.00 shares of Dimensional International Value ETF(DFIV), totaling $4.07 Mil. This investment constitutes 19.7% of their stock portfolio, and M Financial Asset Management, Inc. now holds 0.05% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q3. And since then M Financial Asset Management, Inc. has made 7 purchases of DFIV, at an average price of $32.95, for a total of 167,117.00 shares. In addition, there have been 7 sales at an average price of $36.17 for 52,608.00 shares. Based on historical transaction data and DFIV's current price of $42.20, M Financial Asset Management, Inc.'s estimated gain on his DFIV holdings is $1.23 Mil, reflecting a 22.30% gain to date.
M Financial Asset Management, Inc. DFIV ($42.20) Holding Chart
M Financial Asset Management, Inc. DFIV ($42.20) 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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