ML & R WEALTH MANAGEMENT LLC DFAS Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 703,655.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $43.87 Mil. This investment constitutes 10.08% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 7 purchases of DFAS, at an average price of $57.70, for a total of 801,008.00 shares. In addition, there have been 2 sales at an average price of $55.52 for 97,353.00 shares. Based on historical transaction data and DFAS's current price of $63.17, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFAS holdings is $3.64 Mil, reflecting a 7.87% gain to date.
ML & R WEALTH MANAGEMENT LLC DFAS ($63.17) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFAS ($63.17) 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
