BCU Wealth Advisors, LLC DFIP Holdings History
BCU Wealth Advisors, LLC's Dimensional Inflation-Protected Securities ETF Holding Summary
As of 2025-03-31, BCU Wealth Advisors, LLC held 83,097.00 shares of Dimensional Inflation-Protected Securities ETF(DFIP), totaling $3.50 Mil. This investment constitutes 1.82% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0.39% of the outstanding Dimensional Inflation-Protected Securities ETF(DFIP) stock.
The initial trade took place in 2023Q4. And since then BCU Wealth Advisors, LLC has made 4 purchases of DFIP, at an average price of $40.84, for a total of 89,401.00 shares. In addition, there have been 1 sales at an average price of $41.25 for 6,304.00 shares. Based on historical transaction data and DFIP's current price of $41.61, BCU Wealth Advisors, LLC's estimated gain on his DFIP holdings is $66,317.50, reflecting a 1.82% gain to date.
BCU Wealth Advisors, LLC DFIP ($41.61) Holding Chart
BCU Wealth Advisors, LLC DFIP ($41.61) 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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