M Financial Asset Management, Inc. DFUV Holdings History
M Financial Asset Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2024-12-31, M Financial Asset Management, Inc. held 126,741.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $5.19 Mil. This investment constitutes 25.12% of their stock portfolio, and M Financial Asset Management, Inc. now holds 0.05% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then M Financial Asset Management, Inc. has made 6 purchases of DFUV, at an average price of $33.00, for a total of 228,489.00 shares. In addition, there have been 5 sales at an average price of $39.65 for 101,748.00 shares. Based on historical transaction data and DFUV's current price of $42.58, M Financial Asset Management, Inc.'s estimated gain on his DFUV holdings is $1.89 Mil, reflecting a 25.10% gain to date.
M Financial Asset Management, Inc. DFUV ($42.58) Holding Chart
M Financial Asset Management, Inc. DFUV ($42.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
