ML & R WEALTH MANAGEMENT LLC DFUV Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 2.12 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $86.76 Mil. This investment constitutes 19.94% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q3. And since then ML & R WEALTH MANAGEMENT LLC has made 5 purchases of DFUV, at an average price of $32.72, for a total of 2.26 Mil shares. In addition, there have been 2 sales at an average price of $37.57 for 137,637.00 shares. Based on historical transaction data and DFUV's current price of $41.67, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFUV holdings is $19.65 Mil, reflecting a 26.58% gain to date.
ML & R WEALTH MANAGEMENT LLC DFUV ($41.67) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFUV ($41.67) 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
