McMill Wealth Management DFIV Holdings History
Number of Shares
498,288.00
Current Holdings Value*
$19.61 Mil
% of Portfolio
7.9%
Total Estimate Gain
$2.95 Mil
% of Total Estimate Gain
16.11%
McMill Wealth Management's Dimensional International Value ETF Holding Summary
As of 2025-03-31, McMill Wealth Management held 498,288.00 shares of Dimensional International Value ETF(DFIV), totaling $19.61 Mil. This investment constitutes 7.9% of their stock portfolio, and McMill Wealth Management now holds 0.19% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of DFIV, at an average price of $36.79, for a total of 498,288.00 shares. Based on historical transaction data and DFIV's current price of $42.72, McMill Wealth Management's estimated gain on his DFIV holdings is $2.95 Mil, reflecting a 16.11% gain to date.
McMill Wealth Management DFIV ($42.72) Holding Chart
McMill Wealth Management DFIV ($42.72) 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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