BCU Wealth Advisors, LLC DFCF Holdings History
BCU Wealth Advisors, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-06-30, BCU Wealth Advisors, LLC held 218,813.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $9.25 Mil. This investment constitutes 4.15% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.13% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 6 purchases of DFCF, at an average price of $41.42, for a total of 218,813.00 shares. Based on historical transaction data and DFCF's current price of $41.99, BCU Wealth Advisors, LLC's estimated gain on his DFCF holdings is $123,830.22, reflecting a 1.37% gain to date.
BCU Wealth Advisors, LLC DFCF ($41.99) Holding Chart
BCU Wealth Advisors, LLC 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 % | |||
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