CLIENT 1ST ADVISORY GROUP, LLC DFCF Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 341,626.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $14.37 Mil. This investment constitutes 5.59% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.22% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 6 purchases of DFCF, at an average price of $41.37, for a total of 356,400.00 shares. In addition, there have been 2 sales at an average price of $41.82 for 14,774.00 shares. Based on historical transaction data and DFCF's current price of $42.01, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his DFCF holdings is $223,811.41, reflecting a 1.52% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC DFCF ($42.01) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC DFCF ($42.01) 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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