ML & R WEALTH MANAGEMENT LLC DFAT Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 813,319.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $44.27 Mil. This investment constitutes 10.17% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 7 purchases of DFAT, at an average price of $46.56, for a total of 872,829.00 shares. In addition, there have been 2 sales at an average price of $50.10 for 59,510.00 shares. Based on historical transaction data and DFAT's current price of $53.48, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFAT holdings is $5.84 Mil, reflecting a 14.37% gain to date.
ML & R WEALTH MANAGEMENT LLC DFAT ($53.48) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFAT ($53.48) 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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