Number of Shares
226,502.00
Current Holdings Value*
$9.57 Mil
% of Portfolio
2.46%
Total Estimate Gain
$4,395.37
% of Total Estimate Gain
0.04%

COLLECTIVE FAMILY OFFICE LLC's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-06-30, COLLECTIVE FAMILY OFFICE LLC held 226,502.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $9.57 Mil. This investment constitutes 2.46% of their stock portfolio, and COLLECTIVE FAMILY OFFICE LLC now holds 0.13% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2022Q2. And since then COLLECTIVE FAMILY OFFICE LLC has made 12 purchases of DFCF, at an average price of $41.78, for a total of 244,369.00 shares. In addition, there have been 1 sales at an average price of $41.71 for 17,867.00 shares. Based on historical transaction data and DFCF's current price of $41.80, COLLECTIVE FAMILY OFFICE LLC's estimated gain on his DFCF holdings is $4,395.37, reflecting a 0.04% gain to date.

COLLECTIVE FAMILY OFFICE LLC DFCF ($41.80) Holding Chart

COLLECTIVE FAMILY OFFICE LLC DFCF ($41.80) 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