M Wealth Management, LLC DFAC Holdings History
M Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 141,574.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.67 Mil. This investment constitutes 4.35% of their stock portfolio, and M Wealth Management, LLC now holds 0.01% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $34.71 for 7,240.00 shares. Based on historical transaction data and DFAC's current price of $36.54, M Wealth Management, LLC's estimated gain on his DFAC holdings is $180,209.00, reflecting a 3.44% gain to date.
M Wealth Management, LLC DFAC ($36.54) Holding Chart
M Wealth Management, LLC DFAC ($36.54) 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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