Core Wealth Management, Inc. DFCF Holdings History
Core Wealth Management, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 1.42 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $59.79 Mil. This investment constitutes 22.95% of their stock portfolio, and Core Wealth Management, Inc. now holds 0.9% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 6 purchases of DFCF, at an average price of $41.53, for a total of 1.77 Mil shares. In addition, there have been 2 sales at an average price of $41.38 for 347,191.00 shares. Based on historical transaction data and DFCF's current price of $42.15, Core Wealth Management, Inc.'s estimated gain on his DFCF holdings is $829,097.13, reflecting a 1.13% gain to date.
Core Wealth Management, Inc. DFCF ($42.15) Holding Chart
Core Wealth Management, Inc. DFCF ($42.15) 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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