ML & R WEALTH MANAGEMENT LLC DFAC Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 687,969.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $21.98 Mil. This investment constitutes 5.05% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 7 purchases of DFAC, at an average price of $27.68, for a total of 852,670.00 shares. In addition, there have been 2 sales at an average price of $29.98 for 164,701.00 shares. Based on historical transaction data and DFAC's current price of $35.25, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFAC holdings is $5.58 Mil, reflecting a 23.66% gain to date.
ML & R WEALTH MANAGEMENT LLC DFAC ($35.25) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFAC ($35.25) 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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