Axis Wealth Partners, LLC DFCF Holdings History
Axis Wealth Partners, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 23,034.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $973,400.00. This investment constitutes 0.64% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of DFCF, at an average price of $41.80, for a total of 23,034.00 shares. Based on historical transaction data and DFCF's current price of $42.04, Axis Wealth Partners, LLC's estimated gain on his DFCF holdings is $5,467.74, reflecting a 0.57% gain to date.
Axis Wealth Partners, LLC DFCF ($42.04) Holding Chart
Axis Wealth Partners, LLC DFCF ($42.04) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
