ML & R WEALTH MANAGEMENT LLC DISV Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 107,820.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $2.93 Mil. This investment constitutes 0.67% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q3. And since then ML & R WEALTH MANAGEMENT LLC has made 6 purchases of DISV, at an average price of $23.09, for a total of 160,282.00 shares. In addition, there have been 1 sales at an average price of $25.74 for 52,462.00 shares. Based on historical transaction data and DISV's current price of $32.06, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DISV holdings is $1.11 Mil, reflecting a 29.86% gain to date.
ML & R WEALTH MANAGEMENT LLC DISV ($32.06) Holding Chart
ML & R WEALTH MANAGEMENT LLC DISV ($32.06) 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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