CFS Investment Advisory Services, LLC DFCF Holdings History
CFS Investment Advisory Services, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 450,022.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $18.93 Mil. This investment constitutes 1.68% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.29% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2021Q4. And since then CFS Investment Advisory Services, LLC has made 8 purchases of DFCF, at an average price of $44.11, for a total of 5.71 Mil shares. In addition, there have been 6 sales at an average price of $41.85 for 5.26 Mil shares. Based on historical transaction data and DFCF's current price of $41.96, CFS Investment Advisory Services, LLC's estimated gain on his DFCF holdings is $-12.87 Mil, reflecting a -5.11% gain to date.
CFS Investment Advisory Services, LLC DFCF ($41.96) Holding Chart
CFS Investment Advisory Services, LLC DFCF ($41.96) 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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