Number of Shares
309,323.00
Current Holdings Value*
$13.01 Mil
% of Portfolio
10.43%
Total Estimate Gain
$-48,689.69
% of Total Estimate Gain
-0.37%

Babb Wealth Advisors LLC's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, Babb Wealth Advisors LLC held 309,323.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $13.01 Mil. This investment constitutes 10.43% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.2% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DFCF, at an average price of $42.06, for a total of 309,323.00 shares. Based on historical transaction data and DFCF's current price of $41.90, Babb Wealth Advisors LLC's estimated gain on his DFCF holdings is $-48,689.69, reflecting a -0.37% gain to date.

Babb Wealth Advisors LLC DFCF ($41.90) Holding Chart

Babb Wealth Advisors LLC DFCF ($41.90) 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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