ML & R WEALTH MANAGEMENT LLC DFUS Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 2.22 Mil shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $126.30 Mil. This investment constitutes 29.02% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 5 purchases of DFUS, at an average price of $49.12, for a total of 2.51 Mil shares. In addition, there have been 4 sales at an average price of $48.64 for 297,383.00 shares. Based on historical transaction data and DFUS's current price of $67.82, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFUS holdings is $41.31 Mil, reflecting a 33.45% gain to date.
ML & R WEALTH MANAGEMENT LLC DFUS ($67.82) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFUS ($67.82) 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
