Number of Shares
68,254.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
0.97%
Total Estimate Gain
$8,173.09
% of Total Estimate Gain
0.29%

Coston, McIsaac & Partners's Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, Coston, McIsaac & Partners held 68,254.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $2.87 Mil. This investment constitutes 0.97% of their stock portfolio, and Coston, McIsaac & Partners now holds 0.04% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2023Q4. And since then Coston, McIsaac & Partners has made 5 purchases of DFCF, at an average price of $41.86, for a total of 68,258.00 shares. In addition, there have been 1 sales at an average price of $41.43 for 4.00 shares. Based on historical transaction data and DFCF's current price of $41.98, Coston, McIsaac & Partners's estimated gain on his DFCF holdings is $8,173.09, reflecting a 0.29% gain to date.

Coston, McIsaac & Partners DFCF ($41.98) Holding Chart

Coston, McIsaac & Partners DFCF ($41.98) 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