ML & R WEALTH MANAGEMENT LLC DFAX Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 156,166.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $3.97 Mil. This investment constitutes 0.91% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 6 purchases of DFAX, at an average price of $25.51, for a total of 176,936.00 shares. In addition, there have been 3 sales at an average price of $24.33 for 20,770.00 shares. Based on historical transaction data and DFAX's current price of $29.14, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFAX holdings is $542,518.29, reflecting a 12.02% gain to date.
ML & R WEALTH MANAGEMENT LLC DFAX ($29.14) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFAX ($29.14) 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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