FMFE Wealth Management, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, FMFE Wealth Management, LLC opened 0 positions, added to 9, reduced 4 and sold out of 0.
- Q2 2024: Stock DFAT; Country of operation —; Class US TARGETED VLU; Shares before 532,451.
- Q2 2024: Stock DFUS; Country of operation —; Class US EQUITY ETF; Shares before 373,433.
- Q2 2024: Stock DFUV; Country of operation —; Class US MKTWIDE VALUE; Shares before 594,979.
- Q2 2024: Stock DFIV; Country of operation —; Class INTERNATNAL VAL; Shares before 364,176.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2022567), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
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