ML & R WEALTH MANAGEMENT LLC DFIV Holdings History
ML & R WEALTH MANAGEMENT LLC's Dimensional International Value ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 823,596.00 shares of Dimensional International Value ETF(DFIV), totaling $30.27 Mil. This investment constitutes 6.96% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 8 purchases of DFIV, at an average price of $32.46, for a total of 893,887.00 shares. In addition, there have been 1 sales at an average price of $34.66 for 70,291.00 shares. Based on historical transaction data and DFIV's current price of $42.50, ML & R WEALTH MANAGEMENT LLC's estimated gain on his DFIV holdings is $8.42 Mil, reflecting a 29.02% gain to date.
ML & R WEALTH MANAGEMENT LLC DFIV ($42.50) Holding Chart
ML & R WEALTH MANAGEMENT LLC DFIV ($42.50) 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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