Babb Wealth Advisors LLC DFGX Holdings History
Number of Shares
153,243.00
Current Holdings Value*
$8.01 Mil
% of Portfolio
6.42%
Total Estimate Gain
$-41,669.58
% of Total Estimate Gain
-0.51%
Babb Wealth Advisors LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2025-03-31, Babb Wealth Advisors LLC held 153,243.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $8.01 Mil. This investment constitutes 6.42% of their stock portfolio, and Babb Wealth Advisors LLC now holds 0.98% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q4. And since then Babb Wealth Advisors LLC has made 1 purchases of DFGX, at an average price of $53.40, for a total of 153,243.00 shares. Based on historical transaction data and DFGX's current price of $53.13, Babb Wealth Advisors LLC's estimated gain on his DFGX holdings is $-41,669.58, reflecting a -0.51% gain to date.
Babb Wealth Advisors LLC DFGX ($53.13) Holding Chart
Babb Wealth Advisors LLC DFGX ($53.13) 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