ASSET PLANNING CORPORATION DFCF Holdings History
Number of Shares
563,249.00
Current Holdings Value*
$23.69 Mil
% of Portfolio
13.96%
Total Estimate Gain
$-24,142.86
% of Total Estimate Gain
-0.10%
ASSET PLANNING CORPORATION's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 563,249.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $23.69 Mil. This investment constitutes 13.96% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.36% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q2. And since then ASSET PLANNING CORPORATION has made 8 purchases of DFCF, at an average price of $42.03, for a total of 563,249.00 shares. Based on historical transaction data and DFCF's current price of $41.99, ASSET PLANNING CORPORATION's estimated gain on his DFCF holdings is $-24,142.86, reflecting a -0.10% gain to date.
ASSET PLANNING CORPORATION DFCF ($41.99) Holding Chart
ASSET PLANNING CORPORATION DFCF ($41.99) 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