Number of Shares
265,804.00
Current Holdings Value*
$16.08 Mil
% of Portfolio
6.48%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
6.30%

McMill Wealth Management's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-03-31, McMill Wealth Management held 265,804.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $16.08 Mil. This investment constitutes 6.48% of their stock portfolio, and McMill Wealth Management now holds 0.12% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of DFUS, at an average price of $64.09, for a total of 265,804.00 shares. Based on historical transaction data and DFUS's current price of $68.13, McMill Wealth Management's estimated gain on his DFUS holdings is $1.07 Mil, reflecting a 6.30% gain to date.

McMill Wealth Management DFUS ($68.13) Holding Chart

McMill Wealth Management DFUS ($68.13) 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